MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 45,790 shares; 2025Q1: not loaded; 2025Q2: 46,066 shares; 2025Q3: 46,096 shares; 2025Q4: 65,750 shares; 2026Q1: 65,397 shares; 2026Q2: 65,539 shares 65,539 $24.4M 5.22% +142 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 154,042 shares; 2025Q1: not loaded; 2025Q2: 159,955 shares; 2025Q3: 161,112 shares; 2025Q4: 163,861 shares; 2026Q1: 183,136 shares; 2026Q2: 185,481 shares 185,481 $19.3M 4.11% +2,345 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 21,610 shares; 2025Q1: not loaded; 2025Q2: 24,335 shares; 2025Q3: 24,335 shares; 2025Q4: 20,940 shares; 2026Q1: 22,490 shares; 2026Q2: 22,645 shares 22,645 $15.6M 3.32% +155 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 124,115 shares; 2025Q1: not loaded; 2025Q2: 188,413 shares; 2025Q3: 209,978 shares; 2025Q4: 249,174 shares; 2026Q1: 280,389 shares; 2026Q2: 280,389 shares 280,389 $14M 2.99% 0 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 73,467 shares; 2025Q1: not loaded; 2025Q2: 72,004 shares; 2025Q3: 69,309 shares; 2025Q4: 66,850 shares; 2026Q1: 66,052 shares; 2026Q2: 64,932 shares 64,932 $13M 2.77% -1,120 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 40,825 shares; 2025Q1: not loaded; 2025Q2: 41,746 shares; 2025Q3: 42,302 shares; 2025Q4: 41,801 shares; 2026Q1: 42,036 shares; 2026Q2: 41,066 shares 41,066 $11.9M 2.54% -970 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,113 shares; 2025Q1: not loaded; 2025Q2: 13,831 shares; 2025Q3: 13,819 shares; 2025Q4: 13,953 shares; 2026Q1: 13,918 shares; 2026Q2: 13,683 shares 13,683 $10.2M 2.19% -235 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 23,524 shares; 2025Q1: not loaded; 2025Q2: 35,374 shares; 2025Q3: 35,374 shares; 2025Q4: 21,144 shares; 2026Q1: 38,025 shares; 2026Q2: 38,025 shares 38,025 $8.09M 1.73% 0 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 33,480 shares; 2025Q1: not loaded; 2025Q2: 38,524 shares; 2025Q3: 38,292 shares; 2025Q4: 40,060 shares; 2026Q1: 39,375 shares; 2026Q2: 38,892 shares 38,892 $7.69M 1.64% -483 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16,749 shares; 2025Q1: not loaded; 2025Q2: 16,427 shares; 2025Q3: 16,167 shares; 2025Q4: 15,625 shares; 2026Q1: 15,383 shares; 2026Q2: 15,120 shares 15,120 $7.22M 1.54% -263 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 84,092 shares; 2025Q1: not loaded; 2025Q2: 116,448 shares; 2025Q3: 114,070 shares; 2025Q4: 114,266 shares; 2026Q1: 111,080 shares; 2026Q2: 115,122 shares 115,122 $6.87M 1.47% +4,042 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 70,697 shares; 2025Q1: not loaded; 2025Q2: 80,845 shares; 2025Q3: 82,144 shares; 2025Q4: 84,820 shares; 2026Q1: 83,194 shares; 2026Q2: 84,563 shares 84,563 $6.52M 1.39% +1,369 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 300 shares; 2025Q1: not loaded; 2025Q2: 620 shares; 2025Q3: 20,705 shares; 2025Q4: 21,061 shares; 2026Q1: 21,295 shares; 2026Q2: 21,345 shares 21,345 $6.36M 1.36% +50 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 32,897 shares; 2025Q1: not loaded; 2025Q2: 42,896 shares; 2025Q3: 43,128 shares; 2025Q4: 43,404 shares; 2026Q1: 43,633 shares; 2026Q2: 43,051 shares 43,051 $6.3M 1.35% -582 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,364 shares; 2025Q1: not loaded; 2025Q2: 5,712 shares; 2025Q3: 5,380 shares; 2025Q4: 5,315 shares; 2026Q1: 5,327 shares; 2026Q2: 5,251 shares 5,251 $6.3M 1.34% -76 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,910 shares; 2025Q1: not loaded; 2025Q2: 10,183 shares; 2025Q3: 9,277 shares; 2025Q4: 8,928 shares; 2026Q1: 6,683 shares; 2026Q2: 6,086 shares 6,086 $5.87M 1.25% -597 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,789 shares; 2025Q1: not loaded; 2025Q2: 11,735 shares; 2025Q3: 11,858 shares; 2025Q4: 11,534 shares; 2026Q1: 11,636 shares; 2026Q2: 11,420 shares 11,420 $5.71M 1.22% -216 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 83,134 shares; 2025Q1: not loaded; 2025Q2: 75,950 shares; 2025Q3: 73,690 shares; 2025Q4: 74,440 shares; 2026Q1: 75,172 shares; 2026Q2: 73,856 shares 73,856 $5.58M 1.19% -1,316 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,210 shares; 2025Q1: not loaded; 2025Q2: 22,080 shares; 2025Q3: 21,550 shares; 2025Q4: 21,269 shares; 2026Q1: 20,481 shares; 2026Q2: 19,771 shares 19,771 $5.05M 1.08% -710 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,104 shares; 2025Q1: not loaded; 2025Q2: 17,947 shares; 2025Q3: 18,768 shares; 2025Q4: 20,055 shares; 2026Q1: 20,565 shares; 2026Q2: 20,695 shares 20,695 $5.03M 1.07% +130 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 32,426 shares; 2025Q3: 32,011 shares; 2025Q4: 30,769 shares; 2026Q1: 29,519 shares; 2026Q2: 28,964 shares 28,964 $4.92M 1.05% -555 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 34,271 shares; 2025Q1: not loaded; 2025Q2: 34,566 shares; 2025Q3: 35,375 shares; 2025Q4: 36,066 shares; 2026Q1: 36,418 shares; 2026Q2: 34,719 shares 34,719 $4.75M 1.01% -1,699 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,218 shares; 2025Q1: not loaded; 2025Q2: 11,224 shares; 2025Q3: 11,690 shares; 2025Q4: 12,334 shares; 2026Q1: 12,730 shares; 2026Q2: 12,956 shares 12,956 $4.74M 1.01% +226 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,910 shares; 2025Q1: not loaded; 2025Q2: 15,110 shares; 2025Q3: 14,307 shares; 2025Q4: 13,398 shares; 2026Q1: 12,376 shares; 2026Q2: 12,375 shares 12,375 $4.67M 1% -1 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,472 shares; 2025Q1: not loaded; 2025Q2: 6,898 shares; 2025Q3: 6,854 shares; 2025Q4: 6,839 shares; 2026Q1: 6,523 shares; 2026Q2: 6,433 shares 6,433 $4.63M 0.99% -90 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 50 shares; 2025Q1: not loaded; 2025Q2: 304 shares; 2025Q3: 3,333 shares; 2025Q4: 3,333 shares; 2026Q1: 3,359 shares; 2026Q2: 3,639 shares 3,639 $4.2M 0.9% +280 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,784 shares; 2025Q1: not loaded; 2025Q2: 5,784 shares; 2025Q3: 5,784 shares; 2025Q4: 5,809 shares; 2026Q1: 5,784 shares; 2026Q2: 5,699 shares 5,699 $4.2M 0.9% -85 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,587 shares; 2025Q1: not loaded; 2025Q2: 2,451 shares; 2025Q3: 2,255 shares; 2025Q4: 2,146 shares; 2026Q1: 1,365 shares; 2026Q2: 13,550 shares 13,550 $4.09M 0.87% +12,185 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 32,241 shares; 2025Q1: not loaded; 2025Q2: 30,573 shares; 2025Q3: 30,161 shares; 2025Q4: 30,131 shares; 2026Q1: 29,691 shares; 2026Q2: 27,952 shares 27,952 $3.84M 0.82% -1,739 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,986 shares; 2025Q1: not loaded; 2025Q2: 4,300 shares; 2025Q3: 4,283 shares; 2025Q4: 4,300 shares; 2026Q1: 4,987 shares; 2026Q2: 5,087 shares 5,087 $3.8M 0.81% +100 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5 shares; 2025Q1: not loaded; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 5 shares 5 $3.74M 0.8% 0 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,752 shares; 2025Q1: not loaded; 2025Q2: 10,422 shares; 2025Q3: 10,345 shares; 2025Q4: 11,167 shares; 2026Q1: 11,175 shares; 2026Q2: 11,391 shares 11,391 $3.73M 0.8% +216 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16,138 shares; 2025Q1: not loaded; 2025Q2: 15,959 shares; 2025Q3: 15,939 shares; 2025Q4: 16,108 shares; 2026Q1: 16,160 shares; 2026Q2: 16,153 shares 16,153 $3.52M 0.75% -7 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,328 shares; 2025Q1: not loaded; 2025Q2: 3,758 shares; 2025Q3: 3,747 shares; 2025Q4: 3,687 shares; 2026Q1: 3,617 shares; 2026Q2: 3,597 shares 3,597 $3.36M 0.72% -20 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,864 shares; 2025Q1: not loaded; 2025Q2: 11,892 shares; 2025Q3: 11,582 shares; 2025Q4: 13,028 shares; 2026Q1: 12,868 shares; 2026Q2: 12,398 shares 12,398 $3.15M 0.67% -470 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,502 shares; 2025Q1: not loaded; 2025Q2: 3,141 shares; 2025Q3: 2,973 shares; 2025Q4: 2,880 shares; 2026Q1: 2,879 shares; 2026Q2: 2,941 shares 2,941 $3.13M 0.67% +62 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 24,647 shares; 2025Q1: not loaded; 2025Q2: 27,607 shares; 2025Q3: 27,999 shares; 2025Q4: 27,511 shares; 2026Q1: 27,865 shares; 2026Q2: 27,641 shares 27,641 $3.13M 0.67% -224 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,140 shares; 2025Q1: not loaded; 2025Q2: 6,413 shares; 2025Q3: 6,351 shares; 2025Q4: 6,327 shares; 2026Q1: 6,269 shares; 2026Q2: 6,176 shares 6,176 $3.03M 0.65% -93 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,860 shares; 2025Q1: not loaded; 2025Q2: 6,608 shares; 2025Q3: 6,583 shares; 2025Q4: 6,568 shares; 2026Q1: 6,768 shares; 2026Q2: 6,996 shares 6,996 $3.02M 0.64% +228 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 28,074 shares; 2025Q1: not loaded; 2025Q2: 28,833 shares; 2025Q3: 28,987 shares; 2025Q4: 29,272 shares; 2026Q1: 28,524 shares; 2026Q2: 28,558 shares 28,558 $2.73M 0.58% +34 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,526 shares; 2025Q1: not loaded; 2025Q2: 7,884 shares; 2025Q3: 7,906 shares; 2025Q4: 7,902 shares; 2026Q1: 7,854 shares; 2026Q2: 7,644 shares 7,644 $2.59M 0.55% -210 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,380 shares; 2025Q1: not loaded; 2025Q2: 5,812 shares; 2025Q3: 6,744 shares; 2025Q4: 7,478 shares; 2026Q1: 7,520 shares; 2026Q2: 7,220 shares 7,220 $2.58M 0.55% -300 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,609 shares; 2025Q1: not loaded; 2025Q2: 3,977 shares; 2025Q3: 3,874 shares; 2025Q4: 37,808 shares; 2026Q1: 36,598 shares; 2026Q2: 35,953 shares 35,953 $2.57M 0.55% -645 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,827 shares; 2025Q1: not loaded; 2025Q2: 8,675 shares; 2025Q3: 8,556 shares; 2025Q4: 8,883 shares; 2026Q1: 8,891 shares; 2026Q2: 8,847 shares 8,847 $2.49M 0.53% -44 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,178 shares; 2025Q1: not loaded; 2025Q2: 4,417 shares; 2025Q3: 4,504 shares; 2025Q4: 4,324 shares; 2026Q1: 4,464 shares; 2026Q2: 4,269 shares 4,269 $2.4M 0.51% -195 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 19,757 shares; 2025Q1: not loaded; 2025Q2: 18,892 shares; 2025Q3: 18,337 shares; 2025Q4: 21,195 shares; 2026Q1: 20,800 shares; 2026Q2: 19,685 shares 19,685 $2.31M 0.49% -1,115 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,864 shares; 2025Q1: not loaded; 2025Q2: 9,645 shares; 2025Q3: 9,079 shares; 2025Q4: 8,837 shares; 2026Q1: 9,258 shares; 2026Q2: 9,641 shares 9,641 $2.3M 0.49% +383 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,103 shares; 2025Q1: not loaded; 2025Q2: 6,524 shares; 2025Q3: 6,305 shares; 2025Q4: 6,868 shares; 2026Q1: 6,948 shares; 2026Q2: 28,402 shares 28,402 $2.29M 0.49% +21,454 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 20,058 shares; 2025Q1: not loaded; 2025Q2: 18,450 shares; 2025Q3: 17,786 shares; 2025Q4: 17,107 shares; 2026Q1: 16,174 shares; 2026Q2: 15,360 shares 15,360 $2.28M 0.49% -814 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,998 shares; 2025Q1: not loaded; 2025Q2: 14,294 shares; 2025Q3: 14,256 shares; 2025Q4: 14,356 shares; 2026Q1: 19,664 shares; 2026Q2: 19,357 shares 19,357 $2.28M 0.49% -307 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,716 shares; 2025Q1: not loaded; 2025Q2: 4,551 shares; 2025Q3: 4,651 shares; 2025Q4: 5,084 shares; 2026Q1: 5,377 shares; 2026Q2: 5,478 shares 5,478 $2.28M 0.49% +101 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,047 shares; 2025Q1: not loaded; 2025Q2: 5,304 shares; 2025Q3: 5,262 shares; 2025Q4: 5,159 shares; 2026Q1: 5,001 shares; 2026Q2: 4,904 shares 4,904 $2.25M 0.48% -97 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,407 shares; 2025Q1: not loaded; 2025Q2: 7,746 shares; 2025Q3: 7,657 shares; 2025Q4: 7,015 shares; 2026Q1: 7,795 shares; 2026Q2: 7,467 shares 7,467 $2.23M 0.48% -328 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 18,207 shares; 2025Q1: not loaded; 2025Q2: 17,008 shares; 2025Q3: 16,897 shares; 2025Q4: 16,833 shares; 2026Q1: 16,587 shares; 2026Q2: 16,408 shares 16,408 $2.22M 0.47% -179 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,821 shares; 2025Q1: not loaded; 2025Q2: 3,590 shares; 2025Q3: 3,417 shares; 2025Q4: 3,209 shares; 2026Q1: 3,097 shares; 2026Q2: 3,176 shares 3,176 $2.01M 0.43% +79 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 35,887 shares; 2025Q1: not loaded; 2025Q2: 34,679 shares; 2025Q3: 35,024 shares; 2025Q4: 34,530 shares; 2026Q1: 32,698 shares; 2026Q2: 26,737 shares 26,737 $2.01M 0.43% -5,961 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,006 shares; 2025Q1: not loaded; 2025Q2: 9,904 shares; 2025Q3: 10,751 shares; 2025Q4: 11,715 shares; 2026Q1: 11,673 shares; 2026Q2: 11,685 shares 11,685 $1.98M 0.42% +12 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,776 shares; 2025Q1: not loaded; 2025Q2: 5,888 shares; 2025Q3: 5,873 shares; 2025Q4: 5,775 shares; 2026Q1: 5,671 shares; 2026Q2: 5,749 shares 5,749 $1.96M 0.42% +78 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,327 shares; 2025Q1: not loaded; 2025Q2: 5,077 shares; 2025Q3: 5,077 shares; 2025Q4: 10,244 shares; 2026Q1: 10,154 shares; 2026Q2: 10,154 shares 10,154 $1.93M 0.41% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 40 shares; 2025Q1: not loaded; 2025Q2: 37,298 shares; 2025Q3: 37,451 shares; 2025Q4: 42,310 shares; 2026Q1: 42,646 shares; 2026Q2: 40,317 shares 40,317 $1.92M 0.41% -2,329 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 66,085 shares; 2025Q3: 68,367 shares; 2025Q4: 70,734 shares; 2026Q1: 69,898 shares; 2026Q2: 69,703 shares 69,703 $1.77M 0.38% -195 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 21,652 shares; 2025Q1: not loaded; 2025Q2: 22,946 shares; 2025Q3: 22,767 shares; 2025Q4: 22,942 shares; 2026Q1: 22,999 shares; 2026Q2: 22,662 shares 22,662 $1.76M 0.38% -337 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,351 shares; 2025Q1: not loaded; 2025Q2: 5,492 shares; 2025Q3: 5,531 shares; 2025Q4: 5,732 shares; 2026Q1: 5,767 shares; 2026Q2: 5,717 shares 5,717 $1.75M 0.37% -50 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 21,080 shares; 2025Q1: not loaded; 2025Q2: 16,534 shares; 2025Q3: 16,360 shares; 2025Q4: 16,360 shares; 2026Q1: 16,360 shares; 2026Q2: 16,360 shares 16,360 $1.69M 0.36% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,653 shares; 2025Q1: not loaded; 2025Q2: 2,432 shares; 2025Q3: 2,511 shares; 2025Q4: 2,895 shares; 2026Q1: 2,944 shares; 2026Q2: 2,826 shares 2,826 $1.64M 0.35% -118 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,547 shares; 2026Q1: 22,657 shares; 2026Q2: 22,640 shares 22,640 $1.64M 0.35% -17 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,978 shares; 2025Q1: not loaded; 2025Q2: 3,297 shares; 2025Q3: 3,473 shares; 2025Q4: 3,446 shares; 2026Q1: 3,350 shares; 2026Q2: 3,135 shares 3,135 $1.61M 0.34% -215 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 952 shares; 2025Q1: not loaded; 2025Q2: 814 shares; 2025Q3: 814 shares; 2025Q4: 809 shares; 2026Q1: 809 shares; 2026Q2: 809 shares 809 $1.61M 0.34% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,591 shares; 2025Q1: not loaded; 2025Q2: 3,592 shares; 2025Q3: 3,378 shares; 2025Q4: 3,464 shares; 2026Q1: 3,629 shares; 2026Q2: 18,548 shares 18,548 $1.6M 0.34% +14,919 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 200 shares; 2025Q1: not loaded; 2025Q2: 7,744 shares; 2025Q3: 7,672 shares; 2025Q4: 7,581 shares; 2026Q1: 7,631 shares; 2026Q2: 7,504 shares 7,504 $1.59M 0.34% -127 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,954 shares; 2025Q1: not loaded; 2025Q2: 9,286 shares; 2025Q3: 9,254 shares; 2025Q4: 9,362 shares; 2026Q1: 9,330 shares; 2026Q2: 9,263 shares 9,263 $1.55M 0.33% -67 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,216 shares; 2025Q1: not loaded; 2025Q2: 14,265 shares; 2025Q3: 13,129 shares; 2025Q4: 13,056 shares; 2026Q1: 26,314 shares; 2026Q2: 26,916 shares 26,916 $1.53M 0.33% +602 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,605 shares; 2025Q1: not loaded; 2025Q2: 6,023 shares; 2025Q3: 6,900 shares; 2025Q4: 8,569 shares; 2026Q1: 8,722 shares; 2026Q2: 9,043 shares 9,043 $1.5M 0.32% +321 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,593 shares; 2025Q1: not loaded; 2025Q2: 3,968 shares; 2025Q3: 3,968 shares; 2025Q4: 3,981 shares; 2026Q1: 3,981 shares; 2026Q2: 3,981 shares 3,981 $1.47M 0.31% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,568 shares; 2025Q1: not loaded; 2025Q2: 3,568 shares; 2025Q3: 3,568 shares; 2025Q4: 3,568 shares; 2026Q1: 3,568 shares; 2026Q2: 3,568 shares 3,568 $1.46M 0.31% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16,012 shares; 2025Q1: not loaded; 2025Q2: 16,088 shares; 2025Q3: 16,208 shares; 2025Q4: 16,409 shares; 2026Q1: 10,222 shares; 2026Q2: 9,951 shares 9,951 $1.46M 0.31% -271 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,577 shares 7,577 $1.44M 0.31% new Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 19,934 shares; 2025Q1: not loaded; 2025Q2: 10,618 shares; 2025Q3: 10,615 shares; 2025Q4: 10,400 shares; 2026Q1: 11,196 shares; 2026Q2: 10,944 shares 10,944 $1.41M 0.3% -252 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 18,432 shares; 2025Q1: not loaded; 2025Q2: 19,276 shares; 2025Q3: 20,030 shares; 2025Q4: 14,391 shares; 2026Q1: 13,164 shares; 2026Q2: 13,520 shares 13,520 $1.41M 0.3% +356 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13,658 shares; 2025Q1: not loaded; 2025Q2: 16,795 shares; 2025Q3: 16,795 shares; 2025Q4: 16,795 shares; 2026Q1: 16,795 shares; 2026Q2: 16,874 shares 16,874 $1.39M 0.3% +79 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,439 shares; 2025Q1: not loaded; 2025Q2: 8,170 shares; 2025Q3: 8,168 shares; 2025Q4: 8,380 shares; 2026Q1: 8,414 shares; 2026Q2: 8,373 shares 8,373 $1.38M 0.29% -41 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,849 shares; 2025Q1: not loaded; 2025Q2: 12,997 shares; 2025Q3: 13,169 shares; 2025Q4: 15,419 shares; 2026Q1: 15,419 shares; 2026Q2: 15,819 shares 15,819 $1.38M 0.29% +400 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 44,434 shares; 2025Q1: not loaded; 2025Q2: 45,150 shares; 2025Q3: 45,150 shares; 2025Q4: 45,150 shares; 2026Q1: 43,170 shares; 2026Q2: 43,170 shares 43,170 $1.37M 0.29% 0 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 34 shares; 2025Q1: not loaded; 2025Q2: 34 shares; 2025Q3: 34 shares; 2025Q4: 34 shares; 2026Q1: 4,087 shares; 2026Q2: 4,096 shares 4,096 $1.35M 0.29% +9 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 618 shares; 2025Q1: not loaded; 2025Q2: 8,978 shares; 2025Q3: 9,346 shares; 2025Q4: 9,371 shares; 2026Q1: 9,093 shares; 2026Q2: 9,145 shares 9,145 $1.34M 0.29% +52 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 153 shares; 2025Q3: 153 shares; 2025Q4: 153 shares; 2026Q1: 153 shares; 2026Q2: 14,394 shares 14,394 $1.33M 0.28% +14,241 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,021 shares; 2025Q1: not loaded; 2025Q2: 6,620 shares; 2025Q3: 6,438 shares; 2025Q4: 6,997 shares; 2026Q1: 6,307 shares; 2026Q2: 5,740 shares 5,740 $1.3M 0.28% -567 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,355 shares; 2025Q1: not loaded; 2025Q2: 9,792 shares; 2025Q3: 9,301 shares; 2025Q4: 9,144 shares; 2026Q1: 6,862 shares; 2026Q2: 7,047 shares 7,047 $1.3M 0.28% +185 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 20,239 shares; 2025Q1: not loaded; 2025Q2: 20,239 shares; 2025Q3: 20,239 shares; 2025Q4: 20,239 shares; 2026Q1: 16,577 shares; 2026Q2: 16,577 shares 16,577 $1.3M 0.28% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 22,781 shares; 2025Q1: not loaded; 2025Q2: 22,671 shares; 2025Q3: 22,271 shares; 2025Q4: 20,865 shares; 2026Q1: 19,992 shares; 2026Q2: 16,452 shares 16,452 $1.29M 0.27% -3,540 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,052 shares; 2025Q1: not loaded; 2025Q2: 4,159 shares; 2025Q3: 4,007 shares; 2025Q4: 3,714 shares; 2026Q1: 3,776 shares; 2026Q2: 3,750 shares 3,750 $1.29M 0.27% -26 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,255 shares; 2025Q1: not loaded; 2025Q2: 7,034 shares; 2025Q3: 6,684 shares; 2025Q4: 6,597 shares; 2026Q1: 6,228 shares; 2026Q2: 6,196 shares 6,196 $1.28M 0.27% -32 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 25,259 shares; 2025Q1: not loaded; 2025Q2: 25,259 shares; 2025Q3: 12,738 shares; 2025Q4: 13,340 shares; 2026Q1: 13,478 shares; 2026Q2: 13,657 shares 13,657 $1.28M 0.27% +179 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,114 shares; 2025Q1: not loaded; 2025Q2: 5,922 shares; 2025Q3: 5,644 shares; 2025Q4: 5,931 shares; 2026Q1: 5,742 shares; 2026Q2: 5,759 shares 5,759 $1.27M 0.27% +17 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 22,455 shares; 2025Q1: not loaded; 2025Q2: 20,650 shares; 2025Q3: 20,650 shares; 2025Q4: 20,650 shares; 2026Q1: 20,650 shares; 2026Q2: 20,650 shares 20,650 $1.26M 0.27% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,736 shares; 2025Q1: not loaded; 2025Q2: 5,070 shares; 2025Q3: 4,940 shares; 2025Q4: 4,901 shares; 2026Q1: 5,034 shares; 2026Q2: 4,897 shares 4,897 $1.23M 0.26% -137 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 634 shares; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,280 shares; 2026Q2: 14,834 shares 14,834 $1.22M 0.26% +554 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,571 shares; 2025Q1: not loaded; 2025Q2: 2,663 shares; 2025Q3: 2,455 shares; 2025Q4: 2,452 shares; 2026Q1: 3,107 shares; 2026Q2: 3,410 shares 3,410 $1.2M 0.26% +303 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,302 shares; 2025Q1: not loaded; 2025Q2: 3,261 shares; 2025Q3: 3,211 shares; 2025Q4: 3,211 shares; 2026Q1: 3,211 shares; 2026Q2: 3,211 shares 3,211 $1.19M 0.25% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,584 shares; 2025Q1: not loaded; 2025Q2: 1,683 shares; 2025Q3: 1,625 shares; 2025Q4: 1,595 shares; 2026Q1: 1,625 shares; 2026Q2: 1,548 shares 1,548 $1.17M 0.25% -77 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 29,647 shares; 2025Q1: not loaded; 2025Q2: 29,647 shares; 2025Q3: 29,647 shares; 2025Q4: 29,647 shares; 2026Q1: 30,797 shares; 2026Q2: 30,797 shares 30,797 $1.13M 0.24% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,944 shares; 2025Q1: not loaded; 2025Q2: 6,944 shares; 2025Q3: 6,944 shares; 2025Q4: 6,944 shares; 2026Q1: 77,227 shares; 2026Q2: 79,786 shares 79,786 $1.11M 0.24% +2,559 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,263 shares; 2025Q3: 1,205 shares; 2025Q4: 1,190 shares; 2026Q1: 1,135 shares; 2026Q2: 1,132 shares 1,132 $1.09M 0.23% -3 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,370 shares; 2025Q1: not loaded; 2025Q2: 17,183 shares; 2025Q3: 17,232 shares; 2025Q4: 18,155 shares; 2026Q1: 18,307 shares; 2026Q2: 18,875 shares 18,875 $1.05M 0.22% +568 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,077 shares; 2025Q1: not loaded; 2025Q2: 1,062 shares; 2025Q3: 1,047 shares; 2025Q4: 1,042 shares; 2026Q1: 1,086 shares; 2026Q2: 1,071 shares 1,071 $1.05M 0.22% -15 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,875 shares; 2025Q1: not loaded; 2025Q2: 7,030 shares; 2025Q3: 6,956 shares; 2025Q4: 6,877 shares; 2026Q1: 6,853 shares; 2026Q2: 2,860 shares 2,860 $1.04M 0.22% -3,993 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,148 shares; 2025Q1: not loaded; 2025Q2: 14,730 shares; 2025Q3: 13,939 shares; 2025Q4: 11,333 shares; 2026Q1: 11,347 shares; 2026Q2: 10,608 shares 10,608 $963K 0.21% -739 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 480 shares; 2025Q1: not loaded; 2025Q2: 526 shares; 2025Q3: 526 shares; 2025Q4: 596 shares; 2026Q1: 3,506 shares; 2026Q2: 3,291 shares 3,291 $956K 0.2% -215 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,167 shares; 2025Q1: not loaded; 2025Q2: 6,148 shares; 2025Q3: 5,847 shares; 2025Q4: 5,013 shares; 2026Q1: 4,634 shares; 2026Q2: 4,757 shares 4,757 $954K 0.2% +123 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,807 shares; 2025Q1: not loaded; 2025Q2: 12,974 shares; 2025Q3: 12,968 shares; 2025Q4: 12,905 shares; 2026Q1: 12,705 shares; 2026Q2: 12,705 shares 12,705 $944K 0.2% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13,647 shares; 2025Q1: not loaded; 2025Q2: 13,447 shares; 2025Q3: 12,521 shares; 2025Q4: 12,707 shares; 2026Q1: 13,187 shares; 2026Q2: 12,987 shares 12,987 $934K 0.2% -200 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,161 shares; 2025Q1: not loaded; 2025Q2: 7,179 shares; 2025Q3: 7,667 shares; 2025Q4: 7,711 shares; 2026Q1: 7,402 shares; 2026Q2: 6,647 shares 6,647 $928K 0.2% -755 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 23,095 shares; 2025Q1: not loaded; 2025Q2: 18,500 shares; 2025Q3: 18,511 shares; 2025Q4: 16,179 shares; 2026Q1: 22,396 shares; 2026Q2: 20,355 shares 20,355 $862K 0.18% -2,041 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,541 shares; 2025Q1: not loaded; 2025Q2: 11,162 shares; 2025Q3: 11,162 shares; 2025Q4: 11,117 shares; 2026Q1: 9,280 shares; 2026Q2: 7,979 shares 7,979 $861K 0.18% -1,301 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,413 shares; 2025Q1: not loaded; 2025Q2: 2,500 shares; 2025Q3: 2,356 shares; 2025Q4: 1,689 shares; 2026Q1: 1,690 shares; 2026Q2: 1,689 shares 1,689 $860K 0.18% -1 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 22,653 shares; 2025Q1: not loaded; 2025Q2: 22,653 shares; 2025Q3: 22,653 shares; 2025Q4: 21,453 shares; 2026Q1: 21,169 shares; 2026Q2: 21,169 shares 21,169 $858K 0.18% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16,532 shares; 2025Q1: not loaded; 2025Q2: 16,581 shares; 2025Q3: 16,581 shares; 2025Q4: 16,581 shares; 2026Q1: 17,249 shares; 2026Q2: 17,637 shares 17,637 $857K 0.18% +388 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,580 shares; 2025Q1: not loaded; 2025Q2: 8,856 shares; 2025Q3: 8,580 shares; 2025Q4: 9,200 shares; 2026Q1: 9,433 shares; 2026Q2: 9,101 shares 9,101 $823K 0.18% -332 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,547 shares; 2025Q1: not loaded; 2025Q2: 3,353 shares; 2025Q3: 3,155 shares; 2025Q4: 3,093 shares; 2026Q1: 3,020 shares; 2026Q2: 3,008 shares 3,008 $814K 0.17% -12 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,464 shares; 2025Q1: not loaded; 2025Q2: 2,555 shares; 2025Q3: 2,661 shares; 2025Q4: 2,656 shares; 2026Q1: 2,756 shares; 2026Q2: 2,240 shares 2,240 $790K 0.17% -516 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,217 shares; 2025Q1: not loaded; 2025Q2: 14,012 shares; 2025Q3: 13,374 shares; 2025Q4: 10,252 shares; 2026Q1: 9,702 shares; 2026Q2: 9,688 shares 9,688 $786K 0.17% -14 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,306 shares; 2025Q1: not loaded; 2025Q2: 3,285 shares; 2025Q3: 3,236 shares; 2025Q4: 3,290 shares; 2026Q1: 3,247 shares; 2026Q2: 3,274 shares 3,274 $775K 0.17% +27 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,013 shares; 2025Q1: not loaded; 2025Q2: 1,013 shares; 2025Q3: 1,013 shares; 2025Q4: 1,013 shares; 2026Q1: 1,013 shares; 2026Q2: 4,853 shares 4,853 $735K 0.16% +3,840 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 710 shares; 2025Q1: not loaded; 2025Q2: 665 shares; 2025Q3: 666 shares; 2025Q4: 1,345 shares; 2026Q1: 1,231 shares; 2026Q2: 1,015 shares 1,015 $734K 0.16% -216 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,826 shares; 2025Q1: not loaded; 2025Q2: 8,323 shares; 2025Q3: 7,911 shares; 2025Q4: 7,830 shares; 2026Q1: 7,435 shares; 2026Q2: 7,390 shares 7,390 $727K 0.16% -45 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,589 shares; 2026Q2: 21,589 shares 21,589 $719K 0.15% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 570 shares; 2025Q1: not loaded; 2025Q2: 864 shares; 2025Q3: 886 shares; 2025Q4: 871 shares; 2026Q1: 1,744 shares; 2026Q2: 1,699 shares 1,699 $715K 0.15% -45 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 17,975 shares; 2025Q1: not loaded; 2025Q2: 17,975 shares; 2025Q3: 17,975 shares; 2025Q4: 17,975 shares; 2026Q1: 17,975 shares; 2026Q2: 17,975 shares 17,975 $711K 0.15% 0 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 95 shares; 2025Q4: 17,264 shares; 2026Q1: 17,498 shares; 2026Q2: 19,162 shares 19,162 $704K 0.15% +1,664 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,357 shares; 2025Q1: not loaded; 2025Q2: 6,119 shares; 2025Q3: 5,797 shares; 2025Q4: 5,722 shares; 2026Q1: 5,745 shares; 2026Q2: 5,965 shares 5,965 $704K 0.15% +220 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,569 shares; 2025Q1: not loaded; 2025Q2: 2,630 shares; 2025Q3: 2,610 shares; 2025Q4: 2,583 shares; 2026Q1: 2,691 shares; 2026Q2: 2,573 shares 2,573 $696K 0.15% -118 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 238 shares; 2025Q1: not loaded; 2025Q2: 323 shares; 2025Q3: 323 shares; 2025Q4: 322 shares; 2026Q1: 712 shares; 2026Q2: 886 shares 886 $676K 0.14% +174 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,646 shares; 2025Q1: not loaded; 2025Q2: 3,168 shares; 2025Q3: 3,142 shares; 2025Q4: 2,338 shares; 2026Q1: 2,453 shares; 2026Q2: 2,451 shares 2,451 $667K 0.14% -2 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,659 shares; 2025Q1: not loaded; 2025Q2: 12,626 shares; 2025Q3: 11,823 shares; 2025Q4: 12,901 shares; 2026Q1: 14,021 shares; 2026Q2: 13,066 shares 13,066 $651K 0.14% -955 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,231 shares; 2025Q1: not loaded; 2025Q2: 1,456 shares; 2025Q3: 1,456 shares; 2025Q4: 1,451 shares; 2026Q1: 1,451 shares; 2026Q2: 1,431 shares 1,431 $648K 0.14% -20 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,299 shares; 2025Q1: not loaded; 2025Q2: 6,299 shares; 2025Q3: 6,299 shares; 2025Q4: 6,299 shares; 2026Q1: 6,299 shares; 2026Q2: 6,000 shares 6,000 $647K 0.14% -299 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16,377 shares; 2025Q1: not loaded; 2025Q2: 14,727 shares; 2025Q3: 11,884 shares; 2025Q4: 11,984 shares; 2026Q1: 11,884 shares; 2026Q2: 11,884 shares 11,884 $637K 0.14% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 984 shares; 2025Q1: not loaded; 2025Q2: 1,243 shares; 2025Q3: 1,243 shares; 2025Q4: 1,188 shares; 2026Q1: 1,212 shares; 2026Q2: 1,212 shares 1,212 $629K 0.13% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,806 shares; 2025Q1: not loaded; 2025Q2: 5,071 shares; 2025Q3: 4,063 shares; 2025Q4: 4,063 shares; 2026Q1: 3,992 shares; 2026Q2: 4,721 shares 4,721 $617K 0.13% +729 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 386 shares; 2025Q1: not loaded; 2025Q2: 292 shares; 2025Q3: 467 shares; 2025Q4: 464 shares; 2026Q1: 417 shares; 2026Q2: 510 shares 510 $599K 0.13% +93 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,624 shares; 2025Q1: not loaded; 2025Q2: 6,005 shares; 2025Q3: 5,405 shares; 2025Q4: 5,141 shares; 2026Q1: 6,485 shares; 2026Q2: 7,277 shares 7,277 $591K 0.13% +792 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,908 shares; 2025Q1: not loaded; 2025Q2: 3,004 shares; 2025Q3: 2,673 shares; 2025Q4: 2,381 shares; 2026Q1: 2,685 shares; 2026Q2: 3,258 shares 3,258 $589K 0.13% +573 Timeline WTBN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,103 shares; 2026Q1: 23,103 shares; 2026Q2: 23,103 shares 23,103 $581K 0.12% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,502 shares; 2025Q1: not loaded; 2025Q2: 2,745 shares; 2025Q3: 2,745 shares; 2025Q4: 2,833 shares; 2026Q1: 3,678 shares; 2026Q2: 2,967 shares 2,967 $563K 0.12% -711 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,010 shares; 2025Q1: not loaded; 2025Q2: 5,785 shares; 2025Q3: 5,785 shares; 2025Q4: 5,785 shares; 2026Q1: 6,032 shares; 2026Q2: 6,367 shares 6,367 $559K 0.12% +335 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,399 shares; 2025Q1: not loaded; 2025Q2: 13,999 shares; 2025Q3: 13,659 shares; 2025Q4: 13,359 shares; 2026Q1: 13,359 shares; 2026Q2: 13,475 shares 13,475 $557K 0.12% +116 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 745 shares; 2025Q1: not loaded; 2025Q2: 837 shares; 2025Q3: 1,075 shares; 2025Q4: 1,052 shares; 2026Q1: 1,090 shares; 2026Q2: 1,100 shares 1,100 $551K 0.12% +10 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 96 shares; 2025Q1: not loaded; 2025Q2: 141 shares; 2025Q3: 138 shares; 2025Q4: 138 shares; 2026Q1: 135 shares; 2026Q2: 3,061 shares 3,061 $546K 0.12% +2,926 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 19,077 shares; 2025Q1: not loaded; 2025Q2: 21,387 shares; 2025Q3: 18,962 shares; 2025Q4: 18,290 shares; 2026Q1: 18,952 shares; 2026Q2: 22,328 shares 22,328 $538K 0.11% +3,376 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 500 shares; 2025Q1: not loaded; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 952 shares; 2026Q2: 702 shares 702 $532K 0.11% -250 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,216 shares; 2025Q1: not loaded; 2025Q2: 1,716 shares; 2025Q3: 11,654 shares; 2025Q4: 11,614 shares; 2026Q1: 11,614 shares; 2026Q2: 11,592 shares 11,592 $523K 0.11% -22 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,643 shares; 2025Q1: not loaded; 2025Q2: 1,643 shares; 2025Q3: 1,974 shares; 2025Q4: 1,834 shares; 2026Q1: 1,861 shares; 2026Q2: 1,643 shares 1,643 $514K 0.11% -218 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,304 shares; 2025Q1: not loaded; 2025Q2: 1,173 shares; 2025Q3: 1,465 shares; 2025Q4: 1,476 shares; 2026Q1: 1,261 shares; 2026Q2: 1,343 shares 1,343 $502K 0.11% +82 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,506 shares; 2025Q1: not loaded; 2025Q2: 3,779 shares; 2025Q3: 3,779 shares; 2025Q4: 9,484 shares; 2026Q1: 9,149 shares; 2026Q2: 9,248 shares 9,248 $501K 0.11% +99 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,875 shares; 2025Q1: not loaded; 2025Q2: 3,875 shares; 2025Q3: 3,875 shares; 2025Q4: 3,875 shares; 2026Q1: 3,875 shares; 2026Q2: 3,875 shares 3,875 $482K 0.1% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,208 shares; 2025Q1: not loaded; 2025Q2: 20,398 shares; 2025Q3: 19,431 shares; 2025Q4: 21,682 shares; 2026Q1: 22,946 shares; 2026Q2: 22,435 shares 22,435 $464K 0.1% -511 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,850 shares; 2025Q1: not loaded; 2025Q2: 5,850 shares; 2025Q3: 5,876 shares; 2025Q4: 5,876 shares; 2026Q1: 5,876 shares; 2026Q2: 5,876 shares 5,876 $450K 0.1% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 260 shares; 2025Q1: not loaded; 2025Q2: 336 shares; 2025Q3: 336 shares; 2025Q4: 465 shares; 2026Q1: 437 shares; 2026Q2: 440 shares 440 $445K 0.1% +3 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13,069 shares; 2025Q1: not loaded; 2025Q2: 12,559 shares; 2025Q3: 12,395 shares; 2025Q4: 11,995 shares; 2026Q1: 11,995 shares; 2026Q2: 11,993 shares 11,993 $443K 0.09% -2 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,391 shares; 2025Q1: not loaded; 2025Q2: 7,039 shares; 2025Q3: 5,687 shares; 2025Q4: 4,270 shares; 2026Q1: 4,470 shares; 2026Q2: 2,724 shares 2,724 $441K 0.09% -1,746 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,209 shares; 2025Q1: not loaded; 2025Q2: 4,226 shares; 2025Q3: 3,928 shares; 2025Q4: 5,628 shares; 2026Q1: 6,004 shares; 2026Q2: 5,870 shares 5,870 $428K 0.09% -134 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,400 shares; 2025Q1: not loaded; 2025Q2: 6,400 shares; 2025Q3: 6,400 shares; 2025Q4: 6,400 shares; 2026Q1: 6,400 shares; 2026Q2: 7,400 shares 7,400 $417K 0.09% +1,000 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,377 shares; 2025Q1: not loaded; 2025Q2: 13,705 shares; 2025Q3: 12,969 shares; 2025Q4: 12,879 shares; 2026Q1: 9,472 shares; 2026Q2: 9,572 shares 9,572 $408K 0.09% +100 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,952 shares; 2025Q1: not loaded; 2025Q2: 2,952 shares; 2025Q3: 2,952 shares; 2025Q4: 2,952 shares; 2026Q1: 2,952 shares; 2026Q2: 2,952 shares 2,952 $404K 0.09% 0 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,562 shares; 2026Q2: 6,433 shares 6,433 $387K 0.08% -129 Timeline CWST CASELLA WASTE SYS INC More: the full row for CASELLA WASTE SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,271 shares; 2025Q1: not loaded; 2025Q2: 2,992 shares; 2025Q3: 2,992 shares; 2025Q4: 3,362 shares; 2026Q1: 3,941 shares; 2026Q2: 3,941 shares 3,941 $382K 0.08% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,361 shares; 2025Q1: not loaded; 2025Q2: 2,361 shares; 2025Q3: 2,361 shares; 2025Q4: 2,361 shares; 2026Q1: 2,361 shares; 2026Q2: 2,361 shares 2,361 $377K 0.08% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,685 shares; 2025Q1: not loaded; 2025Q2: 4,185 shares; 2025Q3: 4,185 shares; 2025Q4: 3,480 shares; 2026Q1: 3,733 shares; 2026Q2: 3,860 shares 3,860 $372K 0.08% +127 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 478 shares; 2025Q1: not loaded; 2025Q2: 643 shares; 2025Q3: 643 shares; 2025Q4: 643 shares; 2026Q1: 621 shares; 2026Q2: 576 shares 576 $371K 0.08% -45 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,033 shares; 2025Q1: not loaded; 2025Q2: 8,131 shares; 2025Q3: 8,131 shares; 2025Q4: 9,143 shares; 2026Q1: 9,322 shares; 2026Q2: 6,422 shares 6,422 $370K 0.08% -2,900 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,522 shares; 2025Q1: not loaded; 2025Q2: 9,816 shares; 2025Q3: 4,543 shares; 2025Q4: 5,842 shares; 2026Q1: 7,550 shares; 2026Q2: 7,945 shares 7,945 $369K 0.08% +395 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,257 shares; 2025Q1: not loaded; 2025Q2: 1,426 shares; 2025Q3: 1,416 shares; 2025Q4: 1,413 shares; 2026Q1: 1,413 shares; 2026Q2: 1,173 shares 1,173 $369K 0.08% -240 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 30 shares; 2025Q1: not loaded; 2025Q2: 88 shares; 2025Q3: 30 shares; 2025Q4: 882 shares; 2026Q1: 860 shares; 2026Q2: 858 shares 858 $366K 0.08% -2 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 949 shares; 2025Q1: not loaded; 2025Q2: 542 shares; 2025Q3: 542 shares; 2025Q4: 1,066 shares; 2026Q1: 1,410 shares; 2026Q2: 1,411 shares 1,411 $361K 0.08% +1 Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 718 shares; 2025Q1: not loaded; 2025Q2: 953 shares; 2025Q3: 953 shares; 2025Q4: 817 shares; 2026Q1: 844 shares; 2026Q2: 844 shares 844 $358K 0.08% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,682 shares; 2025Q1: not loaded; 2025Q2: 7,564 shares; 2025Q3: 7,564 shares; 2025Q4: 5,772 shares; 2026Q1: 4,223 shares; 2026Q2: 4,223 shares 4,223 $357K 0.08% 0 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,970 shares; 2025Q1: not loaded; 2025Q2: 2,876 shares; 2025Q3: 2,876 shares; 2025Q4: 2,876 shares; 2026Q1: 2,876 shares; 2026Q2: 2,855 shares 2,855 $338K 0.07% -21 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10 shares; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,677 shares; 2026Q2: 3,672 shares 3,672 $335K 0.07% -5 Timeline SANM SANMINA CORP More: the full row for SANMINA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,494 shares; 2025Q1: not loaded; 2025Q2: 1,950 shares; 2025Q3: 1,950 shares; 2025Q4: 1,542 shares; 2026Q1: 1,620 shares; 2026Q2: 1,301 shares 1,301 $329K 0.07% -319 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,460 shares; 2025Q1: not loaded; 2025Q2: 1,628 shares; 2025Q3: 1,628 shares; 2025Q4: 1,460 shares; 2026Q1: 1,460 shares; 2026Q2: 1,260 shares 1,260 $328K 0.07% -200 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 218 shares; 2025Q1: not loaded; 2025Q2: 218 shares; 2025Q3: 218 shares; 2025Q4: 3,715 shares; 2026Q1: 3,715 shares; 2026Q2: 3,634 shares 3,634 $323K 0.07% -81 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,268 shares; 2025Q1: not loaded; 2025Q2: 1,402 shares; 2025Q3: 1,402 shares; 2025Q4: 1,402 shares; 2026Q1: 1,340 shares; 2026Q2: 1,340 shares 1,340 $318K 0.07% 0 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,750 shares; 2025Q1: not loaded; 2025Q2: 8,750 shares; 2025Q3: 8,750 shares; 2025Q4: 8,750 shares; 2026Q1: 8,750 shares; 2026Q2: 8,750 shares 8,750 $318K 0.07% 0 Timeline ASH ASHLAND INC More: the full row for ASHLAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,692 shares; 2025Q1: not loaded; 2025Q2: 4,785 shares; 2025Q3: 4,737 shares; 2025Q4: 4,940 shares; 2026Q1: 4,770 shares; 2026Q2: 4,783 shares 4,783 $315K 0.07% +13 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 204 shares; 2026Q1: 172 shares; 2026Q2: 1,168 shares 1,168 $314K 0.07% +996 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,116 shares; 2025Q1: not loaded; 2025Q2: 2,116 shares; 2025Q3: 2,116 shares; 2025Q4: 2,116 shares; 2026Q1: 2,116 shares; 2026Q2: 2,116 shares 2,116 $313K 0.07% 0 Timeline LAZ LAZARD INC More: the full row for LAZARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,830 shares; 2025Q1: not loaded; 2025Q2: 7,441 shares; 2025Q3: 7,441 shares; 2025Q4: 7,441 shares; 2026Q1: 7,441 shares; 2026Q2: 7,422 shares 7,422 $311K 0.07% -19 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,683 shares; 2025Q1: not loaded; 2025Q2: 2,683 shares; 2025Q3: 2,683 shares; 2025Q4: 2,683 shares; 2026Q1: 2,643 shares; 2026Q2: 3,243 shares 3,243 $310K 0.07% +600 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,169 shares; 2025Q1: not loaded; 2025Q2: 2,628 shares; 2025Q3: 2,628 shares; 2025Q4: 2,009 shares; 2026Q1: 1,714 shares; 2026Q2: 1,754 shares 1,754 $308K 0.07% +40 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 400 shares; 2025Q1: not loaded; 2025Q2: 538 shares; 2025Q3: 538 shares; 2025Q4: 400 shares; 2026Q1: 1,960 shares; 2026Q2: 1,960 shares 1,960 $307K 0.07% 0 Timeline MRCY MERCURY SYS INC More: the full row for MERCURY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 890 shares; 2025Q1: not loaded; 2025Q2: 2,050 shares; 2025Q3: 2,608 shares; 2025Q4: 2,608 shares; 2026Q1: 2,835 shares; 2026Q2: 2,510 shares 2,510 $307K 0.07% -325 Timeline VET VERMILION ENERGY INC More: the full row for VERMILION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,000 shares; 2025Q1: not loaded; 2025Q2: 30,010 shares; 2025Q3: 30,010 shares; 2025Q4: 31,730 shares; 2026Q1: 32,730 shares; 2026Q2: 32,730 shares 32,730 $307K 0.07% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,273 shares; 2025Q1: not loaded; 2025Q2: 1,617 shares; 2025Q3: 1,482 shares; 2025Q4: 1,730 shares; 2026Q1: 1,572 shares; 2026Q2: 1,579 shares 1,579 $301K 0.06% +7 Timeline BCPC BALCHEM CORP More: the full row for BALCHEM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 656 shares; 2025Q1: not loaded; 2025Q2: 879 shares; 2025Q3: 1,131 shares; 2025Q4: 1,131 shares; 2026Q1: 1,569 shares; 2026Q2: 1,748 shares 1,748 $295K 0.06% +179 Timeline NOVT NOVANTA INC More: the full row for NOVANTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 749 shares; 2025Q1: not loaded; 2025Q2: 1,013 shares; 2025Q3: 1,013 shares; 2025Q4: 1,013 shares; 2026Q1: 1,767 shares; 2026Q2: 1,820 shares 1,820 $295K 0.06% +53 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 205 shares; 2025Q1: not loaded; 2025Q2: 205 shares; 2025Q3: 205 shares; 2025Q4: 2,600 shares; 2026Q1: 2,600 shares; 2026Q2: 2,608 shares 2,608 $295K 0.06% +8 Timeline FSV FIRSTSERVICE CORP NEW More: the full row for FIRSTSERVICE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,056 shares; 2025Q1: not loaded; 2025Q2: 1,404 shares; 2025Q3: 1,343 shares; 2025Q4: 1,343 shares; 2026Q1: 1,974 shares; 2026Q2: 2,055 shares 2,055 $292K 0.06% +81 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,274 shares; 2025Q1: not loaded; 2025Q2: 2,930 shares; 2025Q3: 2,162 shares; 2025Q4: 2,162 shares; 2026Q1: 2,260 shares; 2026Q2: 2,452 shares 2,452 $291K 0.06% +192 Timeline HHH HOWARD HUGHES HOLDINGS INC More: the full row for HOWARD HUGHES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,768 shares; 2025Q1: not loaded; 2025Q2: 4,044 shares; 2025Q3: 4,044 shares; 2025Q4: 4,044 shares; 2026Q1: 4,044 shares; 2026Q2: 4,044 shares 4,044 $289K 0.06% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,908 shares; 2025Q1: not loaded; 2025Q2: 2,954 shares; 2025Q3: 2,589 shares; 2025Q4: 2,024 shares; 2026Q1: 2,139 shares; 2026Q2: 1,792 shares 1,792 $281K 0.06% -347 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,800 shares; 2025Q1: not loaded; 2025Q2: 4,300 shares; 2025Q3: 4,300 shares; 2025Q4: 5,300 shares; 2026Q1: 5,300 shares; 2026Q2: 5,300 shares 5,300 $275K 0.06% 0 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 910 shares; 2025Q1: not loaded; 2025Q2: 1,193 shares; 2025Q3: 1,193 shares; 2025Q4: 1,023 shares; 2026Q1: 1,056 shares; 2026Q2: 732 shares 732 $273K 0.06% -324 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,218 shares; 2025Q1: not loaded; 2025Q2: 2,137 shares; 2025Q3: 2,137 shares; 2025Q4: 2,055 shares; 2026Q1: 2,365 shares; 2026Q2: 2,154 shares 2,154 $273K 0.06% -211 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,323 shares; 2025Q1: not loaded; 2025Q2: 4,323 shares; 2025Q3: 4,323 shares; 2025Q4: 4,058 shares; 2026Q1: 4,058 shares; 2026Q2: 3,708 shares 3,708 $272K 0.06% -350 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 110 shares; 2025Q1: not loaded; 2025Q2: 108 shares; 2025Q3: 106 shares; 2025Q4: 101 shares; 2026Q1: 85 shares; 2026Q2: 85 shares 85 $272K 0.06% 0 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,193 shares; 2025Q1: not loaded; 2025Q2: 1,193 shares; 2025Q3: 1,193 shares; 2025Q4: 1,193 shares; 2026Q1: 1,193 shares; 2026Q2: 1,193 shares 1,193 $267K 0.06% 0 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,483 shares; 2025Q1: not loaded; 2025Q2: 1,616 shares; 2025Q3: 1,616 shares; 2025Q4: 1,541 shares; 2026Q1: 1,572 shares; 2026Q2: 1,272 shares 1,272 $262K 0.06% -300 Timeline DGII DIGI INTL INC More: the full row for DIGI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,902 shares; 2025Q1: not loaded; 2025Q2: 3,851 shares; 2025Q3: 3,851 shares; 2025Q4: 3,376 shares; 2026Q1: 3,495 shares; 2026Q2: 3,495 shares 3,495 $262K 0.06% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,149 shares; 2025Q1: not loaded; 2025Q2: 8,894 shares; 2025Q3: 9,434 shares; 2025Q4: 5,374 shares; 2026Q1: 5,374 shares; 2026Q2: 7,374 shares 7,374 $257K 0.05% +2,000 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 457 shares; 2025Q1: not loaded; 2025Q2: 442 shares; 2025Q3: 442 shares; 2025Q4: 438 shares; 2026Q1: 675 shares; 2026Q2: 645 shares 645 $256K 0.05% -30 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 536 shares; 2025Q1: not loaded; 2025Q2: 726 shares; 2025Q3: 726 shares; 2025Q4: 726 shares; 2026Q1: 1,042 shares; 2026Q2: 1,042 shares 1,042 $255K 0.05% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 305 shares; 2025Q1: not loaded; 2025Q2: 305 shares; 2025Q3: 305 shares; 2025Q4: 305 shares; 2026Q1: 280 shares; 2026Q2: 350 shares 350 $250K 0.05% +70 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,409 shares; 2025Q1: not loaded; 2025Q2: 2,962 shares; 2025Q3: 4,810 shares; 2025Q4: 1,373 shares; 2026Q1: 3,295 shares; 2026Q2: 2,715 shares 2,715 $249K 0.05% -580 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 308 shares; 2026Q1: 337 shares; 2026Q2: 386 shares 386 $247K 0.05% +49 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,225 shares; 2025Q1: not loaded; 2025Q2: 4,344 shares; 2025Q3: 4,344 shares; 2025Q4: 4,344 shares; 2026Q1: 5,540 shares; 2026Q2: 5,906 shares 5,906 $247K 0.05% +366 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 216 shares; 2025Q1: not loaded; 2025Q2: 293 shares; 2025Q3: 473 shares; 2025Q4: 473 shares; 2026Q1: 686 shares; 2026Q2: 686 shares 686 $246K 0.05% 0 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,121 shares; 2025Q1: not loaded; 2025Q2: 1,121 shares; 2025Q3: 1,121 shares; 2025Q4: 2,549 shares; 2026Q1: 2,359 shares; 2026Q2: 2,027 shares 2,027 $246K 0.05% -332 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 804 shares; 2025Q1: not loaded; 2025Q2: 804 shares; 2025Q3: 848 shares; 2025Q4: 2,048 shares; 2026Q1: 1,935 shares; 2026Q2: 1,729 shares 1,729 $242K 0.05% -206 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,089 shares; 2025Q1: not loaded; 2025Q2: 9,481 shares; 2025Q3: 9,472 shares; 2025Q4: 9,042 shares; 2026Q1: 7,559 shares; 2026Q2: 7,559 shares 7,559 $242K 0.05% 0 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 44,582 shares; 2025Q1: not loaded; 2025Q2: 45,931 shares; 2025Q3: 45,368 shares; 2025Q4: 722 shares; 2026Q1: 595 shares; 2026Q2: 6,898 shares 6,898 $235K 0.05% +6,303 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 619 shares; 2025Q1: not loaded; 2025Q2: 705 shares; 2025Q3: 707 shares; 2025Q4: 816 shares; 2026Q1: 917 shares; 2026Q2: 941 shares 941 $234K 0.05% +24 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 636 shares; 2025Q1: not loaded; 2025Q2: 992 shares; 2025Q3: 1,482 shares; 2025Q4: 617 shares; 2026Q1: 940 shares; 2026Q2: 977 shares 977 $233K 0.05% +37 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 395 shares; 2025Q3: 180 shares; 2025Q4: 180 shares; 2026Q1: 363 shares; 2026Q2: 536 shares 536 $232K 0.05% +173 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 846 shares; 2025Q3: 764 shares; 2025Q4: 764 shares; 2026Q1: 764 shares; 2026Q2: 831 shares 831 $232K 0.05% +67 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,837 shares; 2025Q1: not loaded; 2025Q2: 17,082 shares; 2025Q3: 17,082 shares; 2025Q4: 15,435 shares; 2026Q1: 14,494 shares; 2026Q2: 13,124 shares 13,124 $231K 0.05% -1,370 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,706 shares; 2025Q1: not loaded; 2025Q2: 1,706 shares; 2025Q3: 1,706 shares; 2025Q4: 1,706 shares; 2026Q1: 1,706 shares; 2026Q2: 1,706 shares 1,706 $231K 0.05% 0 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 963 shares; 2026Q1: 987 shares; 2026Q2: 858 shares 858 $230K 0.05% -129 Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 319 shares; 2025Q1: not loaded; 2025Q2: 548 shares; 2025Q3: 548 shares; 2025Q4: 683 shares; 2026Q1: 824 shares; 2026Q2: 824 shares 824 $229K 0.05% 0 Timeline VNO VORNADO RLTY TR More: the full row for VORNADO RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,036 shares; 2025Q1: not loaded; 2025Q2: 6,170 shares; 2025Q3: 6,170 shares; 2025Q4: 5,679 shares; 2026Q1: 5,679 shares; 2026Q2: 5,679 shares 5,679 $223K 0.05% 0 Timeline AVT AVNET INC More: the full row for AVNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,127 shares; 2025Q1: not loaded; 2025Q2: 2,746 shares; 2025Q3: 2,746 shares; 2025Q4: 2,398 shares; 2026Q1: 2,498 shares; 2026Q2: 2,498 shares 2,498 $222K 0.05% 0 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,078 shares; 2025Q1: not loaded; 2025Q2: 2,580 shares; 2025Q3: 2,580 shares; 2025Q4: 1,726 shares; 2026Q1: 1,855 shares; 2026Q2: 1,855 shares 1,855 $221K 0.05% 0 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 321 shares; 2025Q1: not loaded; 2025Q2: 424 shares; 2025Q3: 454 shares; 2025Q4: 454 shares; 2026Q1: 585 shares; 2026Q2: 530 shares 530 $221K 0.05% -55 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,509 shares; 2025Q1: not loaded; 2025Q2: 3,530 shares; 2025Q3: 4,275 shares; 2025Q4: 4,470 shares; 2026Q1: 4,849 shares; 2026Q2: 4,436 shares 4,436 $220K 0.05% -413 Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 875 shares; 2025Q1: not loaded; 2025Q2: 1,181 shares; 2025Q3: 1,276 shares; 2025Q4: 1,276 shares; 2026Q1: 1,597 shares; 2026Q2: 1,597 shares 1,597 $218K 0.05% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,750 shares; 2025Q1: not loaded; 2025Q2: 3,750 shares; 2025Q3: 3,750 shares; 2025Q4: 3,803 shares; 2026Q1: 4,068 shares; 2026Q2: 4,068 shares 4,068 $218K 0.05% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 259 shares; 2025Q1: not loaded; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 749 shares; 2026Q1: 1,113 shares; 2026Q2: 1,037 shares 1,037 $217K 0.05% -76 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 150 shares; 2025Q1: not loaded; 2025Q2: 923 shares; 2025Q3: 1,771 shares; 2025Q4: 1,727 shares; 2026Q1: 1,087 shares; 2026Q2: 2,158 shares 2,158 $216K 0.05% +1,071 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,234 shares; 2025Q1: not loaded; 2025Q2: 1,893 shares; 2025Q3: 1,682 shares; 2025Q4: 1,535 shares; 2026Q1: 1,643 shares; 2026Q2: 1,329 shares 1,329 $215K 0.05% -314 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,101 shares; 2025Q1: not loaded; 2025Q2: 8,532 shares; 2025Q3: 8,490 shares; 2025Q4: 8,642 shares; 2026Q1: 554 shares; 2026Q2: 1,702 shares 1,702 $214K 0.05% +1,148 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,098 shares; 2025Q1: not loaded; 2025Q2: 4,028 shares; 2025Q3: 3,884 shares; 2025Q4: 3,867 shares; 2026Q1: 1,988 shares; 2026Q2: 1,988 shares 1,988 $214K 0.05% 0 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 699 shares; 2025Q1: not loaded; 2025Q2: 927 shares; 2025Q3: 927 shares; 2025Q4: 765 shares; 2026Q1: 823 shares; 2026Q2: 823 shares 823 $212K 0.05% 0 Timeline FPI FARMLAND PARTNERS INC More: the full row for FARMLAND PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 21,800 shares; 2025Q1: not loaded; 2025Q2: 21,800 shares; 2025Q3: 21,800 shares; 2025Q4: 21,800 shares; 2026Q1: 21,800 shares; 2026Q2: 21,800 shares 21,800 $211K 0.05% 0 Timeline DSGX DESCARTES SYS GROUP INC More: the full row for DESCARTES SYS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,604 shares; 2025Q1: not loaded; 2025Q2: 2,118 shares; 2025Q3: 2,285 shares; 2025Q4: 2,285 shares; 2026Q1: 3,019 shares; 2026Q2: 3,019 shares 3,019 $209K 0.04% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,876 shares; 2025Q1: not loaded; 2025Q2: 1,862 shares; 2025Q3: 1,862 shares; 2025Q4: 2,179 shares; 2026Q1: 2,160 shares; 2026Q2: 2,160 shares 2,160 $208K 0.04% 0 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 90 shares 90 $205K 0.04% new Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 13,122 shares; 2025Q3: 13,122 shares; 2025Q4: 10,061 shares; 2026Q1: 10,612 shares; 2026Q2: 7,594 shares 7,594 $204K 0.04% -3,018 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,568 shares; 2025Q1: not loaded; 2025Q2: 2,568 shares; 2025Q3: 2,568 shares; 2025Q4: 9,125 shares; 2026Q1: 9,603 shares; 2026Q2: 9,603 shares 9,603 $204K 0.04% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,529 shares; 2025Q1: not loaded; 2025Q2: 2,529 shares; 2025Q3: 2,529 shares; 2025Q4: 2,529 shares; 2026Q1: 2,529 shares; 2026Q2: 2,529 shares 2,529 $203K 0.04% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,371 shares; 2025Q1: not loaded; 2025Q2: 1,001 shares; 2025Q3: 1,001 shares; 2025Q4: 3,190 shares; 2026Q1: 2,552 shares; 2026Q2: 3,113 shares 3,113 $196K 0.04% +561 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,512 shares; 2025Q1: not loaded; 2025Q2: 5,512 shares; 2025Q3: 5,512 shares; 2025Q4: 4,112 shares; 2026Q1: 3,930 shares; 2026Q2: 3,600 shares 3,600 $193K 0.04% -330 Timeline BPOP POPULAR INC More: the full row for POPULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 988 shares; 2025Q1: not loaded; 2025Q2: 1,297 shares; 2025Q3: 1,297 shares; 2025Q4: 1,129 shares; 2026Q1: 1,168 shares; 2026Q2: 1,168 shares 1,168 $192K 0.04% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,638 shares; 2025Q1: not loaded; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 527 shares; 2026Q1: 514 shares; 2026Q2: 514 shares 514 $190K 0.04% 0 Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,420 shares; 2025Q1: not loaded; 2025Q2: 1,904 shares; 2025Q3: 1,904 shares; 2025Q4: 1,677 shares; 2026Q1: 1,703 shares; 2026Q2: 1,703 shares 1,703 $190K 0.04% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,267 shares; 2026Q1: 2,028 shares; 2026Q2: 2,030 shares 2,030 $190K 0.04% +2 Timeline MMSI MERIT MED SYS INC More: the full row for MERIT MED SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,427 shares; 2025Q1: not loaded; 2025Q2: 1,950 shares; 2025Q3: 2,119 shares; 2025Q4: 2,119 shares; 2026Q1: 2,702 shares; 2026Q2: 2,702 shares 2,702 $187K 0.04% 0 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,293 shares; 2025Q1: not loaded; 2025Q2: 1,708 shares; 2025Q3: 1,708 shares; 2025Q4: 1,340 shares; 2026Q1: 1,387 shares; 2026Q2: 1,387 shares 1,387 $187K 0.04% 0 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 919 shares; 2025Q1: not loaded; 2025Q2: 1,177 shares; 2025Q3: 1,177 shares; 2025Q4: 1,015 shares; 2026Q1: 1,015 shares; 2026Q2: 1,015 shares 1,015 $183K 0.04% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,667 shares; 2025Q1: not loaded; 2025Q2: 1,667 shares; 2025Q3: 1,667 shares; 2025Q4: 1,667 shares; 2026Q1: 1,630 shares; 2026Q2: 2,487 shares 2,487 $182K 0.04% +857 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 51 shares; 2025Q1: not loaded; 2025Q2: 2,252 shares; 2025Q3: 2,252 shares; 2025Q4: 2,070 shares; 2026Q1: 2,197 shares; 2026Q2: 2,197 shares 2,197 $182K 0.04% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,640 shares; 2025Q1: not loaded; 2025Q2: 2,640 shares; 2025Q3: 2,640 shares; 2025Q4: 2,640 shares; 2026Q1: 2,640 shares; 2026Q2: 2,640 shares 2,640 $181K 0.04% 0 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,588 shares; 2026Q1: 18,726 shares; 2026Q2: 18,726 shares 18,726 $179K 0.04% 0 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 470 shares; 2025Q1: not loaded; 2025Q2: 625 shares; 2025Q3: 625 shares; 2025Q4: 455 shares; 2026Q1: 474 shares; 2026Q2: 474 shares 474 $179K 0.04% 0 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 694 shares; 2025Q1: not loaded; 2025Q2: 941 shares; 2025Q3: 941 shares; 2025Q4: 806 shares; 2026Q1: 823 shares; 2026Q2: 823 shares 823 $178K 0.04% 0 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,350 shares; 2025Q1: not loaded; 2025Q2: 8,350 shares; 2025Q3: 8,350 shares; 2025Q4: 8,350 shares; 2026Q1: 8,350 shares; 2026Q2: 8,350 shares 8,350 $178K 0.04% 0 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,154 shares; 2025Q1: not loaded; 2025Q2: 2,154 shares; 2025Q3: 2,154 shares; 2025Q4: 2,154 shares; 2026Q1: 2,154 shares; 2026Q2: 2,154 shares 2,154 $176K 0.04% 0 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,555 shares; 2025Q1: not loaded; 2025Q2: 3,555 shares; 2025Q3: 3,555 shares; 2025Q4: 3,555 shares; 2026Q1: 3,555 shares; 2026Q2: 3,555 shares 3,555 $176K 0.04% 0 Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 520 shares; 2025Q1: not loaded; 2025Q2: 695 shares; 2025Q3: 695 shares; 2025Q4: 695 shares; 2026Q1: 1,004 shares; 2026Q2: 1,004 shares 1,004 $175K 0.04% 0 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 558 shares; 2025Q1: not loaded; 2025Q2: 649 shares; 2025Q3: 803 shares; 2025Q4: 573 shares; 2026Q1: 591 shares; 2026Q2: 525 shares 525 $174K 0.04% -66 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 600 shares; 2025Q1: not loaded; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 2,329 shares 2,329 $173K 0.04% +1,729 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 761 shares; 2025Q1: not loaded; 2025Q2: 980 shares; 2025Q3: 980 shares; 2025Q4: 236 shares; 2026Q1: 236 shares; 2026Q2: 616 shares 616 $172K 0.04% +380 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,166 shares; 2025Q1: not loaded; 2025Q2: 753 shares; 2025Q3: 753 shares; 2025Q4: 1,700 shares; 2026Q1: 1,802 shares; 2026Q2: 1,802 shares 1,802 $171K 0.04% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 402 shares; 2025Q1: not loaded; 2025Q2: 778 shares; 2025Q3: 778 shares; 2025Q4: 1,300 shares; 2026Q1: 1,562 shares; 2026Q2: 1,342 shares 1,342 $170K 0.04% -220 Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,096 shares; 2026Q1: 1,332 shares; 2026Q2: 1,332 shares 1,332 $169K 0.04% 0 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,150 shares; 2026Q2: 2,150 shares 2,150 $167K 0.04% 0 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,224 shares; 2025Q1: not loaded; 2025Q2: 3,313 shares; 2025Q3: 3,313 shares; 2025Q4: 3,313 shares; 2026Q1: 3,313 shares; 2026Q2: 3,313 shares 3,313 $166K 0.04% 0 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 842 shares; 2026Q2: 842 shares 842 $166K 0.04% 0 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 678 shares; 2025Q1: not loaded; 2025Q2: 886 shares; 2025Q3: 886 shares; 2025Q4: 775 shares; 2026Q1: 775 shares; 2026Q2: 775 shares 775 $165K 0.04% 0 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 292 shares; 2025Q1: not loaded; 2025Q2: 386 shares; 2025Q3: 386 shares; 2025Q4: 386 shares; 2026Q1: 563 shares; 2026Q2: 563 shares 563 $165K 0.04% 0 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,729 shares; 2025Q1: not loaded; 2025Q2: 2,173 shares; 2025Q3: 2,173 shares; 2025Q4: 1,944 shares; 2026Q1: 2,016 shares; 2026Q2: 2,016 shares 2,016 $164K 0.04% 0 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 1,140 shares; 2026Q2: 990 shares 990 $164K 0.03% -150 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,654 shares; 2025Q1: not loaded; 2025Q2: 2,668 shares; 2025Q3: 2,668 shares; 2025Q4: 2,447 shares; 2026Q1: 2,634 shares; 2026Q2: 2,634 shares 2,634 $163K 0.03% 0 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 585 shares; 2025Q1: not loaded; 2025Q2: 797 shares; 2025Q3: 863 shares; 2025Q4: 863 shares; 2026Q1: 1,171 shares; 2026Q2: 1,171 shares 1,171 $161K 0.03% 0 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,409 shares; 2025Q1: not loaded; 2025Q2: 1,876 shares; 2025Q3: 1,995 shares; 2025Q4: 1,995 shares; 2026Q1: 2,499 shares; 2026Q2: 2,119 shares 2,119 $160K 0.03% -380 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 240 shares; 2026Q2: 240 shares 240 $160K 0.03% 0 Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 743 shares; 2025Q1: not loaded; 2025Q2: 999 shares; 2025Q3: 999 shares; 2025Q4: 864 shares; 2026Q1: 901 shares; 2026Q2: 901 shares 901 $160K 0.03% 0 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 556 shares; 2025Q1: not loaded; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 919 shares; 2026Q2: 761 shares 761 $159K 0.03% -158 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 791 shares; 2025Q1: not loaded; 2025Q2: 1,026 shares; 2025Q3: 1,026 shares; 2025Q4: 1,026 shares; 2026Q1: 1,282 shares; 2026Q2: 1,282 shares 1,282 $158K 0.03% 0 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 515 shares 515 $156K 0.03% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,333 shares; 2025Q1: not loaded; 2025Q2: 1,325 shares; 2025Q3: 1,325 shares; 2025Q4: 1,218 shares; 2026Q1: 1,503 shares; 2026Q2: 1,503 shares 1,503 $155K 0.03% 0 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,686 shares; 2025Q1: not loaded; 2025Q2: 2,186 shares; 2025Q3: 2,186 shares; 2025Q4: 5,544 shares; 2026Q1: 6,419 shares; 2026Q2: 6,419 shares 6,419 $154K 0.03% 0 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,460 shares; 2025Q1: not loaded; 2025Q2: 1,216 shares; 2025Q3: 436 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,940 shares 1,940 $153K 0.03% new Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,063 shares; 2025Q1: not loaded; 2025Q2: 1,438 shares; 2025Q3: 1,438 shares; 2025Q4: 1,438 shares; 2026Q1: 2,163 shares; 2026Q2: 2,163 shares 2,163 $153K 0.03% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,283 shares; 2025Q1: not loaded; 2025Q2: 1,537 shares; 2025Q3: 1,560 shares; 2025Q4: 1,093 shares; 2026Q1: 1,223 shares; 2026Q2: 1,223 shares 1,223 $152K 0.03% 0 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,615 shares; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,048 shares; 2026Q2: 6,048 shares 6,048 $152K 0.03% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 20 shares; 2025Q1: not loaded; 2025Q2: 272 shares; 2025Q3: 272 shares; 2025Q4: 272 shares; 2026Q1: 272 shares; 2026Q2: 303 shares 303 $151K 0.03% +31 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 933 shares; 2026Q2: 919 shares 919 $150K 0.03% -14 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,049 shares; 2026Q2: 2,649 shares 2,649 $149K 0.03% -400 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,327 shares; 2025Q1: not loaded; 2025Q2: 3,041 shares; 2025Q3: 6,082 shares; 2025Q4: 5,438 shares; 2026Q1: 5,771 shares; 2026Q2: 5,771 shares 5,771 $149K 0.03% 0 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 149 shares; 2026Q1: 208 shares; 2026Q2: 301 shares 301 $148K 0.03% +93 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 60 shares; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 263 shares; 2026Q1: 324 shares; 2026Q2: 379 shares 379 $147K 0.03% +55 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 304 shares; 2025Q1: not loaded; 2025Q2: 404 shares; 2025Q3: 404 shares; 2025Q4: 348 shares; 2026Q1: 364 shares; 2026Q2: 364 shares 364 $146K 0.03% 0 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,683 shares; 2025Q1: not loaded; 2025Q2: 3,599 shares; 2025Q3: 3,599 shares; 2025Q4: 3,192 shares; 2026Q1: 3,192 shares; 2026Q2: 3,192 shares 3,192 $146K 0.03% 0 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,595 shares; 2025Q1: not loaded; 2025Q2: 3,229 shares; 2025Q3: 3,229 shares; 2025Q4: 13,124 shares; 2026Q1: 13,901 shares; 2026Q2: 15,672 shares 15,672 $146K 0.03% +1,771 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 404 shares; 2026Q1: 396 shares; 2026Q2: 611 shares 611 $146K 0.03% +215 Timeline MIDD MIDDLEBY CORP More: the full row for MIDDLEBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 687 shares; 2025Q1: not loaded; 2025Q2: 927 shares; 2025Q3: 927 shares; 2025Q4: 806 shares; 2026Q1: 839 shares; 2026Q2: 839 shares 839 $144K 0.03% 0 Timeline STVN STEVANATO GROUP S P A More: the full row for STEVANATO GROUP S P A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,553 shares; 2025Q1: not loaded; 2025Q2: 6,463 shares; 2025Q3: 6,641 shares; 2025Q4: 6,641 shares; 2026Q1: 7,856 shares; 2026Q2: 7,856 shares 7,856 $142K 0.03% 0 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,150 shares; 2025Q1: not loaded; 2025Q2: 1,506 shares; 2025Q3: 1,506 shares; 2025Q4: 1,341 shares; 2026Q1: 2,011 shares; 2026Q2: 2,011 shares 2,011 $140K 0.03% 0 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 369 shares; 2025Q1: not loaded; 2025Q2: 491 shares; 2025Q3: 491 shares; 2025Q4: 434 shares; 2026Q1: 442 shares; 2026Q2: 442 shares 442 $140K 0.03% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 158 shares; 2025Q1: not loaded; 2025Q2: 154 shares; 2025Q3: 154 shares; 2025Q4: 208 shares; 2026Q1: 204 shares; 2026Q2: 455 shares 455 $138K 0.03% +251 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 715 shares; 2025Q1: not loaded; 2025Q2: 1,194 shares; 2025Q3: 1,142 shares; 2025Q4: 1,002 shares; 2026Q1: 991 shares; 2026Q2: 845 shares 845 $138K 0.03% -146 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,497 shares; 2025Q1: not loaded; 2025Q2: 2,497 shares; 2025Q3: 2,497 shares; 2025Q4: 2,497 shares; 2026Q1: 2,497 shares; 2026Q2: 2,497 shares 2,497 $137K 0.03% 0 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,450 shares; 2025Q1: not loaded; 2025Q2: 1,450 shares; 2025Q3: 1,450 shares; 2025Q4: 1,450 shares; 2026Q1: 1,450 shares; 2026Q2: 1,450 shares 1,450 $137K 0.03% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 301 shares; 2025Q1: not loaded; 2025Q2: 224 shares; 2025Q3: 278 shares; 2025Q4: 279 shares; 2026Q1: 334 shares; 2026Q2: 334 shares 334 $136K 0.03% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,447 shares; 2025Q1: not loaded; 2025Q2: 412 shares; 2025Q3: 612 shares; 2025Q4: 612 shares; 2026Q1: 612 shares; 2026Q2: 412 shares 412 $136K 0.03% -200 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,053 shares; 2025Q1: not loaded; 2025Q2: 2,790 shares; 2025Q3: 2,790 shares; 2025Q4: 2,489 shares; 2026Q1: 2,489 shares; 2026Q2: 2,489 shares 2,489 $136K 0.03% 0 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 825 shares; 2025Q1: not loaded; 2025Q2: 1,015 shares; 2025Q3: 1,015 shares; 2025Q4: 888 shares; 2026Q1: 931 shares; 2026Q2: 931 shares 931 $135K 0.03% 0 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,456 shares; 2025Q1: not loaded; 2025Q2: 4,435 shares; 2025Q3: 4,435 shares; 2025Q4: 4,150 shares; 2026Q1: 4,150 shares; 2026Q2: 4,150 shares 4,150 $135K 0.03% 0 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,520 shares; 2026Q2: 1,518 shares 1,518 $134K 0.03% -2 Timeline SNDR SCHNEIDER NATIONAL INC More: the full row for SCHNEIDER NATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,044 shares; 2025Q1: not loaded; 2025Q2: 4,237 shares; 2025Q3: 4,237 shares; 2025Q4: 3,585 shares; 2026Q1: 3,681 shares; 2026Q2: 3,681 shares 3,681 $134K 0.03% 0 Timeline SITE SITEONE LANDSCAPE SUPPLY INC More: the full row for SITEONE LANDSCAPE SUPPLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 701 shares; 2025Q1: not loaded; 2025Q2: 925 shares; 2025Q3: 983 shares; 2025Q4: 983 shares; 2026Q1: 1,174 shares; 2026Q2: 1,174 shares 1,174 $134K 0.03% 0 Timeline ATKR ATKORE INC More: the full row for ATKORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,687 shares; 2026Q1: 1,761 shares; 2026Q2: 1,761 shares 1,761 $134K 0.03% 0 Timeline NSA NATIONAL STORAGE AFFILIATES More: the full row for NATIONAL STORAGE AFFILIATES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,000 shares; 2025Q1: not loaded; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $133K 0.03% 0 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 688 shares; 2025Q1: not loaded; 2025Q2: 688 shares; 2025Q3: 688 shares; 2025Q4: 688 shares; 2026Q1: 688 shares; 2026Q2: 688 shares 688 $133K 0.03% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,236 shares; 2025Q1: not loaded; 2025Q2: 1,379 shares; 2025Q3: 1,718 shares; 2025Q4: 851 shares; 2026Q1: 830 shares; 2026Q2: 598 shares 598 $133K 0.03% -232 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,991 shares; 2025Q1: not loaded; 2025Q2: 3,898 shares; 2025Q3: 1,670 shares; 2025Q4: 1,535 shares; 2026Q1: 4,247 shares; 2026Q2: 4,247 shares 4,247 $133K 0.03% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 300 shares; 2025Q1: not loaded; 2025Q2: 1,025 shares; 2025Q3: 2,237 shares; 2025Q4: 2,008 shares; 2026Q1: 1,836 shares; 2026Q2: 1,840 shares 1,840 $133K 0.03% +4 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 413 shares; 2026Q1: 426 shares; 2026Q2: 589 shares 589 $133K 0.03% +163 Timeline JBTM JBT MAREL CORPORATION More: the full row for JBT MAREL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 541 shares; 2025Q1: not loaded; 2025Q2: 744 shares; 2025Q3: 766 shares; 2025Q4: 766 shares; 2026Q1: 913 shares; 2026Q2: 913 shares 913 $132K 0.03% 0 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 746 shares; 2025Q4: 746 shares; 2026Q1: 746 shares; 2026Q2: 760 shares 760 $132K 0.03% +14 Timeline QTWO Q2 HLDGS INC More: the full row for Q2 HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,455 shares; 2025Q1: not loaded; 2025Q2: 1,892 shares; 2025Q3: 2,077 shares; 2025Q4: 2,077 shares; 2026Q1: 2,740 shares; 2026Q2: 2,740 shares 2,740 $132K 0.03% 0 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,001 shares; 2025Q3: 1,001 shares; 2025Q4: 882 shares; 2026Q1: 920 shares; 2026Q2: 920 shares 920 $131K 0.03% 0 Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 4,285 shares; 2025Q3: 4,285 shares; 2025Q4: 3,928 shares; 2026Q1: 3,191 shares; 2026Q2: 2,785 shares 2,785 $131K 0.03% -406 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 634 shares; 2025Q1: not loaded; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 750 shares; 2026Q1: 750 shares; 2026Q2: 750 shares 750 $129K 0.03% 0 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 375 shares; 2025Q1: not loaded; 2025Q2: 509 shares; 2025Q3: 509 shares; 2025Q4: 442 shares; 2026Q1: 442 shares; 2026Q2: 569 shares 569 $129K 0.03% +127 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,623 shares; 2025Q1: not loaded; 2025Q2: 2,516 shares; 2025Q3: 2,516 shares; 2025Q4: 2,487 shares; 2026Q1: 2,342 shares; 2026Q2: 2,342 shares 2,342 $128K 0.03% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 290 shares; 2025Q1: not loaded; 2025Q2: 290 shares; 2025Q3: 636 shares; 2025Q4: 636 shares; 2026Q1: 634 shares; 2026Q2: 586 shares 586 $127K 0.03% -48 Timeline EXPO EXPONENT INC More: the full row for EXPONENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,655 shares; 2025Q1: not loaded; 2025Q2: 2,239 shares; 2025Q3: 2,373 shares; 2025Q4: 2,373 shares; 2026Q1: 2,849 shares; 2026Q2: 2,158 shares 2,158 $127K 0.03% -691 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 656 shares; 2025Q1: not loaded; 2025Q2: 615 shares; 2025Q3: 615 shares; 2025Q4: 615 shares; 2026Q1: 565 shares; 2026Q2: 565 shares 565 $127K 0.03% 0 Timeline CBT CABOT CORP More: the full row for CABOT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 911 shares; 2025Q1: not loaded; 2025Q2: 1,232 shares; 2025Q3: 1,232 shares; 2025Q4: 1,067 shares; 2026Q1: 1,376 shares; 2026Q2: 1,376 shares 1,376 $125K 0.03% 0 Timeline WSBC WESBANCO INC More: the full row for WESBANCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,518 shares; 2025Q1: not loaded; 2025Q2: 3,417 shares; 2025Q3: 3,417 shares; 2025Q4: 2,975 shares; 2026Q1: 3,119 shares; 2026Q2: 3,119 shares 3,119 $122K 0.03% 0 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 412 shares; 2025Q1: not loaded; 2025Q2: 554 shares; 2025Q3: 554 shares; 2025Q4: 554 shares; 2026Q1: 708 shares; 2026Q2: 560 shares 560 $120K 0.03% -148 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 500 shares; 2025Q1: not loaded; 2025Q2: 662 shares; 2025Q3: 662 shares; 2025Q4: 574 shares; 2026Q1: 594 shares; 2026Q2: 594 shares 594 $120K 0.03% 0 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,776 shares; 2025Q1: not loaded; 2025Q2: 1,776 shares; 2025Q3: 1,776 shares; 2025Q4: 1,776 shares; 2026Q1: 1,776 shares; 2026Q2: 1,776 shares 1,776 $120K 0.03% 0 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 982 shares; 2025Q1: not loaded; 2025Q2: 982 shares; 2025Q3: 982 shares; 2025Q4: 982 shares; 2026Q1: 982 shares; 2026Q2: 982 shares 982 $119K 0.03% 0 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 336 shares; 2025Q1: not loaded; 2025Q2: 314 shares; 2025Q3: 281 shares; 2025Q4: 241 shares; 2026Q1: 267 shares; 2026Q2: 267 shares 267 $119K 0.03% 0 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,164 shares 1,164 $117K 0.03% new Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 31,745 shares; 2025Q1: not loaded; 2025Q2: 5,651 shares; 2025Q3: 5,651 shares; 2025Q4: 5,651 shares; 2026Q1: 5,326 shares; 2026Q2: 5,326 shares 5,326 $117K 0.02% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,429 shares; 2025Q1: not loaded; 2025Q2: 1,381 shares; 2025Q3: 1,828 shares; 2025Q4: 1,828 shares; 2026Q1: 1,814 shares; 2026Q2: 1,367 shares 1,367 $116K 0.02% -447 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,015 shares; 2025Q1: not loaded; 2025Q2: 1,015 shares; 2025Q3: 1,015 shares; 2025Q4: 1,015 shares; 2026Q1: 1,015 shares; 2026Q2: 1,015 shares 1,015 $112K 0.02% 0 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 750 shares; 2025Q1: not loaded; 2025Q2: 1,004 shares; 2025Q3: 1,004 shares; 2025Q4: 869 shares; 2026Q1: 903 shares; 2026Q2: 1,641 shares 1,641 $112K 0.02% +738 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,291 shares; 2025Q1: not loaded; 2025Q2: 2,126 shares; 2025Q3: 2,126 shares; 2025Q4: 2,126 shares; 2026Q1: 2,126 shares; 2026Q2: 2,126 shares 2,126 $111K 0.02% 0 Timeline ULS UL SOLUTIONS INC More: the full row for UL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,089 shares; 2026Q2: 1,089 shares 1,089 $111K 0.02% 0 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 104 shares; 2025Q1: not loaded; 2025Q2: 238 shares; 2025Q3: 195 shares; 2025Q4: 195 shares; 2026Q1: 524 shares; 2026Q2: 433 shares 433 $110K 0.02% -91 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,267 shares; 2025Q1: not loaded; 2025Q2: 1,267 shares; 2025Q3: 1,267 shares; 2025Q4: 1,267 shares; 2026Q1: 1,267 shares; 2026Q2: 1,267 shares 1,267 $110K 0.02% 0 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,640 shares; 2025Q1: not loaded; 2025Q2: 1,640 shares; 2025Q3: 1,640 shares; 2025Q4: 1,640 shares; 2026Q1: 1,640 shares; 2026Q2: 1,640 shares 1,640 $109K 0.02% 0 Timeline CASH PATHWARD FINANCIAL INC More: the full row for PATHWARD FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,247 shares; 2026Q2: 1,247 shares 1,247 $109K 0.02% 0 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 336 shares; 2025Q1: not loaded; 2025Q2: 447 shares; 2025Q3: 447 shares; 2025Q4: 386 shares; 2026Q1: 386 shares; 2026Q2: 386 shares 386 $108K 0.02% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,384 shares; 2025Q1: not loaded; 2025Q2: 5,584 shares; 2025Q3: 5,584 shares; 2025Q4: 5,584 shares; 2026Q1: 5,584 shares; 2026Q2: 5,584 shares 5,584 $107K 0.02% 0 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,964 shares; 2025Q1: not loaded; 2025Q2: 1,013 shares; 2025Q3: 780 shares; 2025Q4: 780 shares; 2026Q1: 780 shares; 2026Q2: 780 shares 780 $107K 0.02% 0 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 608 shares; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 921 shares; 2026Q1: 759 shares; 2026Q2: 996 shares 996 $107K 0.02% +237 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 642 shares; 2025Q3: 642 shares; 2025Q4: 642 shares; 2026Q1: 642 shares; 2026Q2: 642 shares 642 $107K 0.02% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 151 shares; 2025Q1: not loaded; 2025Q2: 111 shares; 2025Q3: 111 shares; 2025Q4: 111 shares; 2026Q1: 111 shares; 2026Q2: 888 shares 888 $106K 0.02% +777 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 194 shares; 2025Q3: 310 shares; 2025Q4: 345 shares; 2026Q1: 373 shares; 2026Q2: 382 shares 382 $104K 0.02% +9 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 842 shares; 2025Q1: not loaded; 2025Q2: 842 shares; 2025Q3: 842 shares; 2025Q4: 842 shares; 2026Q1: 677 shares; 2026Q2: 677 shares 677 $103K 0.02% 0 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,243 shares; 2025Q1: not loaded; 2025Q2: 2,979 shares; 2025Q3: 2,979 shares; 2025Q4: 2,608 shares; 2026Q1: 2,677 shares; 2026Q2: 2,677 shares 2,677 $102K 0.02% 0 Timeline KGS KODIAK GAS SVCS INC More: the full row for KODIAK GAS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,355 shares 1,355 $102K 0.02% new Timeline SBRA SABRA HEALTH CARE REIT INC More: the full row for SABRA HEALTH CARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,000 shares; 2025Q1: not loaded; 2025Q2: 5,200 shares; 2025Q3: 5,200 shares; 2025Q4: 5,200 shares; 2026Q1: 5,200 shares; 2026Q2: 5,200 shares 5,200 $101K 0.02% 0 Timeline LCII LCI INDS More: the full row for LCI INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 530 shares; 2025Q1: not loaded; 2025Q2: 726 shares; 2025Q3: 726 shares; 2025Q4: 726 shares; 2026Q1: 958 shares; 2026Q2: 958 shares 958 $101K 0.02% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,172 shares; 2025Q1: not loaded; 2025Q2: 3,172 shares; 2025Q3: 2,172 shares; 2025Q4: 2,172 shares; 2026Q1: 2,172 shares; 2026Q2: 2,172 shares 2,172 $101K 0.02% 0 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,037 shares; 2025Q1: not loaded; 2025Q2: 1,037 shares; 2025Q3: 1,037 shares; 2025Q4: 1,037 shares; 2026Q1: 1,037 shares; 2026Q2: 1,037 shares 1,037 $100K 0.02% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,760 shares; 2025Q1: not loaded; 2025Q2: 1,320 shares; 2025Q3: 1,871 shares; 2025Q4: 1,612 shares; 2026Q1: 1,067 shares; 2026Q2: 860 shares 860 $100K 0.02% -207 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,060 shares; 2025Q1: not loaded; 2025Q2: 1,290 shares; 2025Q3: 1,290 shares; 2025Q4: 1,138 shares; 2026Q1: 1,187 shares; 2026Q2: 1,777 shares 1,777 $100K 0.02% +590 Timeline NOV NOV INC More: the full row for NOV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,461 shares; 2025Q1: not loaded; 2025Q2: 5,879 shares; 2025Q3: 5,879 shares; 2025Q4: 5,302 shares; 2026Q1: 5,302 shares; 2026Q2: 5,302 shares 5,302 $98.4K 0.02% 0 Timeline AIN ALBANY INTL CORP More: the full row for ALBANY INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,045 shares; 2025Q1: not loaded; 2025Q2: 1,434 shares; 2025Q3: 1,434 shares; 2025Q4: 1,253 shares; 2026Q1: 1,295 shares; 2026Q2: 1,295 shares 1,295 $96.5K 0.02% 0 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,513 shares; 2025Q1: not loaded; 2025Q2: 4,105 shares; 2025Q3: 4,889 shares; 2025Q4: 4,433 shares; 2026Q1: 4,776 shares; 2026Q2: 4,776 shares 4,776 $95.8K 0.02% 0 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,058 shares; 2025Q1: not loaded; 2025Q2: 2,811 shares; 2025Q3: 2,811 shares; 2025Q4: 704 shares; 2026Q1: 1,874 shares; 2026Q2: 2,514 shares 2,514 $95.8K 0.02% +640 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 18,743 shares; 2025Q1: not loaded; 2025Q2: 19,844 shares; 2025Q3: 19,734 shares; 2025Q4: 19,774 shares; 2026Q1: 2,446 shares; 2026Q2: 2,446 shares 2,446 $95.1K 0.02% 0 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 211 shares; 2025Q1: not loaded; 2025Q2: 191 shares; 2025Q3: 191 shares; 2025Q4: 191 shares; 2026Q1: 191 shares; 2026Q2: 1,146 shares 1,146 $94.7K 0.02% +955 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 616 shares; 2025Q1: not loaded; 2025Q2: 522 shares; 2025Q3: 527 shares; 2025Q4: 530 shares; 2026Q1: 533 shares; 2026Q2: 538 shares 538 $93.8K 0.02% +5 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,017 shares; 2026Q1: 3,648 shares; 2026Q2: 3,648 shares 3,648 $93.5K 0.02% 0 Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,150 shares; 2026Q1: 1,021 shares; 2026Q2: 1,021 shares 1,021 $92.4K 0.02% 0 Timeline BFAM BRIGHT HORIZONS FAM SOL IN D More: the full row for BRIGHT HORIZONS FAM SOL IN D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 971 shares; 2025Q1: not loaded; 2025Q2: 1,290 shares; 2025Q3: 1,376 shares; 2025Q4: 1,376 shares; 2026Q1: 1,892 shares; 2026Q2: 1,304 shares 1,304 $92.4K 0.02% -588 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 986 shares; 2025Q1: not loaded; 2025Q2: 986 shares; 2025Q3: 986 shares; 2025Q4: 986 shares; 2026Q1: 986 shares; 2026Q2: 986 shares 986 $91.9K 0.02% 0 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,109 shares; 2025Q1: not loaded; 2025Q2: 1,109 shares; 2025Q3: 1,109 shares; 2025Q4: 1,109 shares; 2026Q1: 1,109 shares; 2026Q2: 1,109 shares 1,109 $91.3K 0.02% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,629 shares; 2025Q1: not loaded; 2025Q2: 1,810 shares; 2025Q3: 1,933 shares; 2025Q4: 728 shares; 2026Q1: 875 shares; 2026Q2: 875 shares 875 $89.4K 0.02% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 500 shares; 2025Q1: not loaded; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $89.3K 0.02% 0 Timeline PSO PEARSON PLC More: the full row for PEARSON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,585 shares; 2025Q1: not loaded; 2025Q2: 5,585 shares; 2025Q3: 5,585 shares; 2025Q4: 5,585 shares; 2026Q1: 5,585 shares; 2026Q2: 5,585 shares 5,585 $88.7K 0.02% 0 Timeline DBEU DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,838 shares; 2025Q1: not loaded; 2025Q2: 1,764 shares; 2025Q3: 1,764 shares; 2025Q4: 1,743 shares; 2026Q1: 1,640 shares; 2026Q2: 1,640 shares 1,640 $88.5K 0.02% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 119 shares; 2025Q1: not loaded; 2025Q2: 110 shares; 2025Q3: 111 shares; 2025Q4: 111 shares; 2026Q1: 111 shares; 2026Q2: 78 shares 78 $88.4K 0.02% -33 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 125 shares; 2025Q1: not loaded; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares; 2026Q1: 125 shares; 2026Q2: 125 shares 125 $87.9K 0.02% 0 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,142 shares; 2025Q1: not loaded; 2025Q2: 2,142 shares; 2025Q3: 2,142 shares; 2025Q4: 2,142 shares; 2026Q1: 2,142 shares; 2026Q2: 2,142 shares 2,142 $87.5K 0.02% 0 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 900 shares; 2025Q1: not loaded; 2025Q2: 900 shares; 2025Q3: 1,649 shares; 2025Q4: 1,153 shares; 2026Q1: 1,153 shares; 2026Q2: 1,153 shares 1,153 $85.8K 0.02% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 542 shares; 2025Q1: not loaded; 2025Q2: 542 shares; 2025Q3: 542 shares; 2025Q4: 542 shares; 2026Q1: 542 shares; 2026Q2: 542 shares 542 $85.7K 0.02% 0 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 900 shares; 2025Q1: not loaded; 2025Q2: 900 shares; 2025Q3: 951 shares; 2025Q4: 951 shares; 2026Q1: 951 shares; 2026Q2: 951 shares 951 $84.2K 0.02% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 238 shares; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 338 shares; 2026Q2: 245 shares 245 $83.5K 0.02% -93 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,126 shares; 2025Q1: not loaded; 2025Q2: 1,406 shares; 2025Q3: 1,406 shares; 2025Q4: 1,208 shares; 2026Q1: 1,254 shares; 2026Q2: 1,254 shares 1,254 $83.3K 0.02% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,836 shares; 2025Q1: not loaded; 2025Q2: 1,836 shares; 2025Q3: 1,478 shares; 2025Q4: 1,478 shares; 2026Q1: 1,427 shares; 2026Q2: 1,427 shares 1,427 $82.5K 0.02% 0 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 94 shares; 2026Q2: 178 shares 178 $82.5K 0.02% +84 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 20,576 shares; 2025Q1: not loaded; 2025Q2: 3,277 shares; 2025Q3: 3,276 shares; 2025Q4: 3,120 shares; 2026Q1: 1,716 shares; 2026Q2: 1,716 shares 1,716 $82.3K 0.02% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 700 shares; 2025Q1: not loaded; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares; 2026Q2: 700 shares 700 $82.2K 0.02% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12 shares; 2025Q1: not loaded; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 228 shares; 2026Q2: 231 shares 231 $81.8K 0.02% +3 Timeline MHD BLACKROCK MUNIHOLDINGS FD IN More: the full row for BLACKROCK MUNIHOLDINGS FD IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,977 shares; 2025Q1: not loaded; 2025Q2: 3,977 shares; 2025Q3: 3,977 shares; 2025Q4: 3,977 shares; 2026Q1: 6,867 shares; 2026Q2: 6,867 shares 6,867 $81.7K 0.02% 0 Timeline WEX WEX INC More: the full row for WEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 488 shares; 2025Q1: not loaded; 2025Q2: 644 shares; 2025Q3: 644 shares; 2025Q4: 541 shares; 2026Q1: 577 shares; 2026Q2: 577 shares 577 $81.4K 0.02% 0 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,110 shares; 2025Q1: not loaded; 2025Q2: 4,530 shares; 2025Q3: 4,530 shares; 2025Q4: 4,530 shares; 2026Q1: 4,530 shares; 2026Q2: 1,160 shares 1,160 $81K 0.02% -3,370 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 60 shares; 2025Q1: not loaded; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 842 shares; 2026Q2: 842 shares 842 $80.9K 0.02% 0 Timeline HOG HARLEY DAVIDSON INC More: the full row for HARLEY DAVIDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,755 shares; 2025Q1: not loaded; 2025Q2: 2,755 shares; 2025Q3: 2,755 shares; 2025Q4: 1,755 shares; 2026Q1: 1,755 shares; 2026Q2: 3,278 shares 3,278 $80.2K 0.02% +1,523 Timeline SBSI SOUTHSIDE BANCSHARES INC More: the full row for SOUTHSIDE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,278 shares; 2025Q1: not loaded; 2025Q2: 2,278 shares; 2025Q3: 2,278 shares; 2025Q4: 2,278 shares; 2026Q1: 2,278 shares; 2026Q2: 2,278 shares 2,278 $80.2K 0.02% 0 Timeline KN KNOWLES CORP More: the full row for KNOWLES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,922 shares 1,922 $79.7K 0.02% new Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 125 shares; 2025Q1: not loaded; 2025Q2: 9,770 shares; 2025Q3: 9,770 shares; 2025Q4: 9,770 shares; 2026Q1: 9,770 shares; 2026Q2: 2,511 shares 2,511 $79.4K 0.02% -7,259 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,000 shares; 2025Q1: not loaded; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares; 2025Q4: 7,009 shares; 2026Q1: 3,864 shares; 2026Q2: 4,309 shares 4,309 $79.3K 0.02% +445 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,123 shares; 2025Q1: not loaded; 2025Q2: 1,123 shares; 2025Q3: 1,123 shares; 2025Q4: 1,423 shares; 2026Q1: 1,423 shares; 2026Q2: 1,423 shares 1,423 $79K 0.02% 0 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 442 shares; 2025Q1: not loaded; 2025Q2: 230 shares; 2025Q3: 230 shares; 2025Q4: 230 shares; 2026Q1: 230 shares; 2026Q2: 230 shares 230 $78.9K 0.02% 0 Timeline SGDM SPROTT ETF TRUST More: the full row for SPROTT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,250 shares; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares; 2026Q1: 1,250 shares; 2026Q2: 1,250 shares 1,250 $78.6K 0.02% 0 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 622 shares; 2025Q1: not loaded; 2025Q2: 827 shares; 2025Q3: 827 shares; 2025Q4: 723 shares; 2026Q1: 1,173 shares; 2026Q2: 1,173 shares 1,173 $78.6K 0.02% 0 Timeline HNRG HALLADOR ENERGY COMPANY More: the full row for HALLADOR ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 4,500 shares; 2025Q3: 4,500 shares; 2025Q4: 4,500 shares; 2026Q1: 4,500 shares; 2026Q2: 4,500 shares 4,500 $78.3K 0.02% 0 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 686 shares; 2025Q1: not loaded; 2025Q2: 874 shares; 2025Q3: 874 shares; 2025Q4: 749 shares; 2026Q1: 749 shares; 2026Q2: 1,474 shares 1,474 $77.9K 0.02% +725 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 875 shares; 2026Q1: 1,046 shares; 2026Q2: 656 shares 656 $77.5K 0.02% -390 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 285 shares; 2025Q1: not loaded; 2025Q2: 225 shares; 2025Q3: 225 shares; 2025Q4: 225 shares; 2026Q1: 225 shares; 2026Q2: 225 shares 225 $77.5K 0.02% 0 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11 shares; 2026Q1: 11 shares; 2026Q2: 4,915 shares 4,915 $77.4K 0.02% +4,904 Timeline PEB PEBBLEBROOK HOTEL TR More: the full row for PEBBLEBROOK HOTEL TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,268 shares; 2025Q1: not loaded; 2025Q2: 4,396 shares; 2025Q3: 4,396 shares; 2025Q4: 3,888 shares; 2026Q1: 3,888 shares; 2026Q2: 3,888 shares 3,888 $75.5K 0.02% 0 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 485 shares; 2025Q1: not loaded; 2025Q2: 466 shares; 2025Q3: 466 shares; 2025Q4: 460 shares; 2026Q1: 433 shares; 2026Q2: 433 shares 433 $75.1K 0.02% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 382 shares; 2025Q1: not loaded; 2025Q2: 414 shares; 2025Q3: 414 shares; 2025Q4: 714 shares; 2026Q1: 558 shares; 2026Q2: 368 shares 368 $74.2K 0.02% -190 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,028 shares; 2026Q2: 1,058 shares 1,058 $74K 0.02% +30 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 556 shares 556 $73.9K 0.02% new Timeline KAI KADANT INC More: the full row for KADANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 75 shares; 2025Q1: not loaded; 2025Q2: 196 shares; 2025Q3: 196 shares; 2025Q4: 196 shares; 2026Q1: 235 shares; 2026Q2: 235 shares 235 $73.8K 0.02% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 677 shares; 2025Q1: not loaded; 2025Q2: 677 shares; 2025Q3: 677 shares; 2025Q4: 862 shares; 2026Q1: 862 shares; 2026Q2: 862 shares 862 $73.7K 0.02% 0 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,300 shares; 2025Q1: not loaded; 2025Q2: 3,300 shares; 2025Q3: 3,300 shares; 2025Q4: 3,300 shares; 2026Q1: 3,300 shares; 2026Q2: 3,300 shares 3,300 $73.5K 0.02% 0 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 702 shares; 2025Q1: not loaded; 2025Q2: 901 shares; 2025Q3: 1,492 shares; 2025Q4: 1,492 shares; 2026Q1: 1,792 shares; 2026Q2: 1,792 shares 1,792 $72.8K 0.02% 0 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 467 shares 467 $72.3K 0.02% new Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13,838 shares; 2025Q1: not loaded; 2025Q2: 13,758 shares; 2025Q3: 13,053 shares; 2025Q4: 2,312 shares; 2026Q1: 2,312 shares; 2026Q2: 2,112 shares 2,112 $71.7K 0.02% -200 Timeline BBD BANCO BRADESCO S A More: the full row for BANCO BRADESCO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 21,072 shares; 2025Q3: 21,072 shares; 2025Q4: 19,095 shares; 2026Q1: 20,373 shares; 2026Q2: 20,373 shares 20,373 $70.7K 0.02% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 324 shares; 2025Q1: not loaded; 2025Q2: 648 shares; 2025Q3: 642 shares; 2025Q4: 615 shares; 2026Q1: 1,596 shares; 2026Q2: 1,456 shares 1,456 $69.9K 0.01% -140 Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 915 shares; 2025Q1: not loaded; 2025Q2: 1,140 shares; 2025Q3: 1,140 shares; 2025Q4: 1,009 shares; 2026Q1: 1,077 shares; 2026Q2: 1,077 shares 1,077 $69.7K 0.01% 0 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,709 shares; 2025Q1: not loaded; 2025Q2: 6,363 shares; 2025Q3: 6,397 shares; 2025Q4: 6,587 shares; 2026Q1: 307 shares; 2026Q2: 307 shares 307 $69.6K 0.01% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 280 shares; 2025Q1: not loaded; 2025Q2: 280 shares; 2025Q3: 280 shares; 2025Q4: 280 shares; 2026Q1: 220 shares; 2026Q2: 220 shares 220 $69.2K 0.01% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,074 shares; 2025Q1: not loaded; 2025Q2: 3,386 shares; 2025Q3: 2,940 shares; 2025Q4: 2,563 shares; 2026Q1: 3,302 shares; 2026Q2: 2,803 shares 2,803 $68.8K 0.01% -499 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 904 shares; 2025Q1: not loaded; 2025Q2: 904 shares; 2025Q3: 904 shares; 2025Q4: 904 shares; 2026Q1: 904 shares; 2026Q2: 904 shares 904 $68.5K 0.01% 0 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,100 shares; 2025Q1: not loaded; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares; 2026Q2: 1,100 shares 1,100 $68.4K 0.01% 0 Timeline TMFE RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,304 shares; 2025Q1: not loaded; 2025Q2: 2,304 shares; 2025Q3: 2,304 shares; 2025Q4: 2,304 shares; 2026Q1: 2,304 shares; 2026Q2: 2,304 shares 2,304 $68K 0.01% 0 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 107 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 147 shares 147 $67.5K 0.01% new Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 480 shares; 2025Q1: not loaded; 2025Q2: 480 shares; 2025Q3: 478 shares; 2025Q4: 883 shares; 2026Q1: 893 shares; 2026Q2: 469 shares 469 $67.1K 0.01% -424 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,010 shares; 2025Q1: not loaded; 2025Q2: 1,010 shares; 2025Q3: 710 shares; 2025Q4: 1,801 shares; 2026Q1: 1,453 shares; 2026Q2: 1,453 shares 1,453 $67.1K 0.01% 0 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 919 shares; 2025Q1: not loaded; 2025Q2: 819 shares; 2025Q3: 405 shares; 2025Q4: 562 shares; 2026Q1: 506 shares; 2026Q2: 506 shares 506 $67.1K 0.01% 0 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 50 shares; 2025Q1: not loaded; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 75 shares; 2026Q2: 198 shares 198 $66.3K 0.01% +123 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 983 shares; 2026Q2: 983 shares 983 $66.2K 0.01% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,007 shares; 2025Q1: not loaded; 2025Q2: 2,336 shares; 2025Q3: 2,335 shares; 2025Q4: 3,039 shares; 2026Q1: 3,849 shares; 2026Q2: 715 shares 715 $66K 0.01% -3,134 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: not loaded; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 150 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $65.6K 0.01% 0 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,395 shares; 2025Q1: not loaded; 2025Q2: 636 shares; 2025Q3: 456 shares; 2025Q4: 456 shares; 2026Q1: 456 shares; 2026Q2: 425 shares 425 $64.8K 0.01% -31 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,018 shares; 2025Q1: not loaded; 2025Q2: 286 shares; 2025Q3: 286 shares; 2025Q4: 252 shares; 2026Q1: 383 shares; 2026Q2: 342 shares 342 $64.5K 0.01% -41 Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 680 shares; 2025Q1: not loaded; 2025Q2: 1,330 shares; 2025Q3: 1,830 shares; 2025Q4: 1,830 shares; 2026Q1: 1,830 shares; 2026Q2: 1,830 shares 1,830 $63.6K 0.01% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,104 shares; 2025Q1: not loaded; 2025Q2: 1,010 shares; 2025Q3: 1,225 shares; 2025Q4: 1,057 shares; 2026Q1: 556 shares; 2026Q2: 556 shares 556 $63.5K 0.01% 0 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 594 shares 594 $63.4K 0.01% new Timeline JHX JAMES HARDIE INDS PLC More: the full row for JAMES HARDIE INDS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,250 shares; 2026Q1: 2,404 shares; 2026Q2: 2,404 shares 2,404 $62.9K 0.01% 0 Timeline KRMN KARMAN HLDGS INC More: the full row for KARMAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 579 shares; 2026Q1: 670 shares; 2026Q2: 1,258 shares 1,258 $62.8K 0.01% +588 Timeline TNET TRINET GROUP INC More: the full row for TRINET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 430 shares; 2025Q1: not loaded; 2025Q2: 591 shares; 2025Q3: 591 shares; 2025Q4: 516 shares; 2026Q1: 1,262 shares; 2026Q2: 1,262 shares 1,262 $62.5K 0.01% 0 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 550 shares; 2025Q1: not loaded; 2025Q2: 550 shares; 2025Q3: 550 shares; 2025Q4: 550 shares; 2026Q1: 550 shares; 2026Q2: 550 shares 550 $62.3K 0.01% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 933 shares; 2025Q1: not loaded; 2025Q2: 890 shares; 2025Q3: 890 shares; 2025Q4: 1,780 shares; 2026Q1: 1,170 shares; 2026Q2: 1,170 shares 1,170 $62.1K 0.01% 0 Timeline UUUU ENERGY FUELS INC More: the full row for ENERGY FUELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,780 shares; 2025Q1: not loaded; 2025Q2: 3,780 shares; 2025Q3: 3,980 shares; 2025Q4: 3,480 shares; 2026Q1: 3,080 shares; 2026Q2: 4,284 shares 4,284 $62.1K 0.01% +1,204 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 471 shares; 2025Q3: 847 shares; 2025Q4: 505 shares; 2026Q1: 378 shares; 2026Q2: 336 shares 336 $62K 0.01% -42 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,876 shares; 2025Q1: not loaded; 2025Q2: 3,452 shares; 2025Q3: 3,452 shares; 2025Q4: not reported; 2026Q1: 937 shares; 2026Q2: 795 shares 795 $61.3K 0.01% -142 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 56 shares; 2026Q2: 71 shares 71 $60.9K 0.01% +15 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 171 shares; 2026Q2: 171 shares 171 $60.9K 0.01% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 357 shares; 2025Q3: 357 shares; 2025Q4: 404 shares; 2026Q1: 443 shares; 2026Q2: 343 shares 343 $60.5K 0.01% -100 Timeline EVI EVI INDS INC More: the full row for EVI INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,157 shares; 2025Q1: not loaded; 2025Q2: 4,135 shares; 2025Q3: 4,135 shares; 2025Q4: 4,135 shares; 2026Q1: 4,090 shares; 2026Q2: 4,090 shares 4,090 $60.5K 0.01% 0 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 500 shares; 2025Q1: not loaded; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 495 shares; 2026Q1: 495 shares; 2026Q2: 465 shares 465 $60.3K 0.01% -30 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 942 shares; 2026Q1: 833 shares; 2026Q2: 759 shares 759 $59.9K 0.01% -74 Timeline EMF TEMPLETON EMERGING MKTS FD More: the full row for TEMPLETON EMERGING MKTS FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,579 shares; 2025Q1: not loaded; 2025Q2: 2,579 shares; 2025Q3: 2,579 shares; 2025Q4: 2,579 shares; 2026Q1: 2,579 shares; 2026Q2: 2,579 shares 2,579 $59.9K 0.01% 0 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 861 shares; 2025Q3: 861 shares; 2025Q4: 861 shares; 2026Q1: 861 shares; 2026Q2: 800 shares 800 $59.6K 0.01% -61 Timeline IHG INTERCONTINENTAL HOTELS GROU More: the full row for INTERCONTINENTAL HOTELS GROU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 355 shares; 2025Q3: 355 shares; 2025Q4: 318 shares; 2026Q1: 334 shares; 2026Q2: 334 shares 334 $57.8K 0.01% 0 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,888 shares; 2025Q1: not loaded; 2025Q2: 4,340 shares; 2025Q3: 4,340 shares; 2025Q4: 1,007 shares; 2026Q1: 1,226 shares; 2026Q2: 768 shares 768 $57.2K 0.01% -458 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 186 shares; 2026Q1: 186 shares; 2026Q2: 108 shares 108 $56.5K 0.01% -78 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 697 shares; 2026Q2: 697 shares 697 $56.5K 0.01% 0 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 300 shares; 2025Q1: not loaded; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 781 shares; 2026Q2: 781 shares 781 $56.4K 0.01% 0 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,175 shares; 2025Q1: not loaded; 2025Q2: 675 shares; 2025Q3: 675 shares; 2025Q4: 675 shares; 2026Q1: 675 shares; 2026Q2: 675 shares 675 $56.2K 0.01% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,448 shares; 2025Q1: not loaded; 2025Q2: 1,032 shares; 2025Q3: 1,032 shares; 2025Q4: 990 shares; 2026Q1: 723 shares; 2026Q2: 823 shares 823 $56.2K 0.01% +100 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 198 shares; 2025Q1: not loaded; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $54.9K 0.01% 0 Timeline IIM INVESCO VALUE MUN INCOME TR More: the full row for INVESCO VALUE MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 4,208 shares; 2025Q3: 4,208 shares; 2025Q4: 4,208 shares; 2026Q1: 4,208 shares; 2026Q2: 4,208 shares 4,208 $53.6K 0.01% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 190 shares; 2025Q1: not loaded; 2025Q2: 190 shares; 2025Q3: 190 shares; 2025Q4: 190 shares; 2026Q1: 247 shares; 2026Q2: 247 shares 247 $52.6K 0.01% 0 Timeline NCNO NCINO INC More: the full row for NCINO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,115 shares; 2025Q1: not loaded; 2025Q2: 1,492 shares; 2025Q3: 1,492 shares; 2025Q4: 2,673 shares; 2026Q1: 3,209 shares; 2026Q2: 3,209 shares 3,209 $52.5K 0.01% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 455 shares; 2025Q1: not loaded; 2025Q2: 455 shares; 2025Q3: 455 shares; 2025Q4: 455 shares; 2026Q1: 455 shares; 2026Q2: 910 shares 910 $51.1K 0.01% +455 Timeline DLB DOLBY LABORATORIES INC More: the full row for DOLBY LABORATORIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,070 shares; 2026Q1: 968 shares; 2026Q2: 968 shares 968 $50.9K 0.01% 0 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 320 shares; 2026Q2: 495 shares 495 $50.3K 0.01% +175 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 60 shares; 2025Q1: not loaded; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 60 shares; 2026Q2: 341 shares 341 $50K 0.01% +281 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 192 shares; 2025Q1: not loaded; 2025Q2: 260 shares; 2025Q3: 260 shares; 2025Q4: 260 shares; 2026Q1: 260 shares; 2026Q2: 260 shares 260 $49.9K 0.01% 0 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 315 shares; 2026Q1: 303 shares; 2026Q2: 222 shares 222 $49.8K 0.01% -81 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 1,478 shares; 2026Q1: 864 shares; 2026Q2: 936 shares 936 $49.8K 0.01% +72 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 50 shares; 2025Q1: not loaded; 2025Q2: 73 shares; 2025Q3: 73 shares; 2025Q4: 693 shares; 2026Q1: 740 shares; 2026Q2: 740 shares 740 $49.7K 0.01% 0 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 572 shares; 2025Q1: not loaded; 2025Q2: 694 shares; 2025Q3: 694 shares; 2025Q4: 694 shares; 2026Q1: 694 shares; 2026Q2: 694 shares 694 $49.6K 0.01% 0 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 642 shares; 2025Q1: not loaded; 2025Q2: 642 shares; 2025Q3: 642 shares; 2025Q4: 642 shares; 2026Q1: 642 shares; 2026Q2: 592 shares 592 $49.5K 0.01% -50 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 212 shares; 2025Q3: 267 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 240 shares 240 $49.5K 0.01% new Timeline QGEN QIAGEN NV More: the full row for QIAGEN NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,266 shares 1,266 $49.5K 0.01% new Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,658 shares; 2025Q1: not loaded; 2025Q2: 1,417 shares; 2025Q3: 272 shares; 2025Q4: 272 shares; 2026Q1: 387 shares; 2026Q2: 325 shares 325 $49.2K 0.01% -62 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 576 shares; 2025Q1: not loaded; 2025Q2: 903 shares; 2025Q3: 689 shares; 2025Q4: 219 shares; 2026Q1: 205 shares; 2026Q2: 205 shares 205 $48.7K 0.01% 0 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 210 shares; 2026Q1: 269 shares; 2026Q2: 201 shares 201 $48.4K 0.01% -68 Timeline BBWI BATH & BODY WORKS INC More: the full row for BATH & BODY WORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,773 shares; 2025Q1: not loaded; 2025Q2: 2,340 shares; 2025Q3: 2,340 shares; 2025Q4: 2,067 shares; 2026Q1: 2,067 shares; 2026Q2: 2,067 shares 2,067 $47.8K 0.01% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 420 shares; 2025Q1: not loaded; 2025Q2: 609 shares; 2025Q3: 564 shares; 2025Q4: 2,650 shares; 2026Q1: 672 shares; 2026Q2: 480 shares 480 $47.7K 0.01% -192 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,933 shares; 2025Q1: not loaded; 2025Q2: 2,916 shares; 2025Q3: 2,916 shares; 2025Q4: 2,911 shares; 2026Q1: 992 shares; 2026Q2: 992 shares 992 $47.6K 0.01% 0 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 930 shares 930 $47.4K 0.01% new Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 133 shares; 2026Q1: 200 shares; 2026Q2: 130 shares 130 $47.2K 0.01% -70 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,733 shares; 2025Q1: not loaded; 2025Q2: 1,775 shares; 2025Q3: 2,184 shares; 2025Q4: 2,184 shares; 2026Q1: 2,169 shares; 2026Q2: 1,722 shares 1,722 $47.1K 0.01% -447 Timeline